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Milestone Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Milestone Wealth’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$21K Hold
203
– – 0.02% 146
2022
Q2 		$22K Sell
203
-210
-51% -$23.7K 0.02% 138
2022
Q1 		$55K Hold
413
– – 0.04% 126
2021
Q4 		$55K Buy
+413
New +$54.9K 0.04% 126

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Milestone Wealth's LQD Position: Q3 2022 in Review

Milestone Wealth held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2022 at 203 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #146.

Milestone Wealth first reported a position in LQD in Q4 2021 and has held it in 4 quarters since. The position peaked at $55K in Q1 2022. 987 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Milestone Wealth held 203 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21K as of Q3 2022.
  • Milestone Wealth left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #146 holding.
  • Milestone Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $55K in Q1 2022.
  • 987 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.