MONECO Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MONECO Advisors’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
2021 Q4	–	Sell	-2,302	Closed	-$306K	–	261
2021 Q3	$306K	Buy	2,302 +152	+7%	+$20.5K	0.12%	182
2021 Q2	$289K	Sell	2,150 -1,118	-34%	-$147K	0.13%	158
2021 Q1	$425K	Sell	3,268 -133	-4%	-$17.7K	0.21%	114
2020 Q4	$464K	Sell	3,401 -96	-3%	-$13.1K	0.26%	92
2020 Q3	$471K	Buy	3,497 +471	+16%	+$64.2K	0.3%	78
2020 Q2	$407K	Buy	3,026 +11	+0.4%	+$1.43K	0.32%	74
2020 Q1	$372K	Buy	+3,015	New	+$384K	0.38%	66

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

MONECO Advisors's LQD Position: Q4 2021 in Review

MONECO Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 2,302 shares — an estimated $306K sold.

MONECO Advisors first reported a position in LQD in Q1 2020 and held it in 7 quarters. The position peaked at $471K in Q3 2020. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

MONECO Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
MONECO Advisors sold 2,302 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $306K.
MONECO Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
MONECO Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $471K in Q3 2020.
1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on MONECO Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.