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NFP Retirement Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

NFP Retirement Inc’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
2023
Q2 		– Sell
-6,152
Closed -$674K – 240
2023
Q1 		$674K Sell
6,152
-1,179
-16% -$128K 0.13% 128
2022
Q4 		$773K Buy
7,331
+433
+6% +$45.3K 0.17% 107
2022
Q3 		$707K Sell
6,898
-539
-7% -$59.4K 0.17% 106
2022
Q2 		$818K Buy
7,437
+840
+13% +$94.8K 0.21% 91
2022
Q1 		$798K Buy
6,597
+1,456
+28% +$182K 0.19% 95
2021
Q4 		$681K Buy
5,141
+1,537
+43% +$204K 0.24% 66
2021
Q3 		$479K Sell
3,604
-314
-8% -$42.4K 0.2% 83
2021
Q2 		$526K Buy
3,918
+1,351
+53% +$178K 0.2% 80
2021
Q1 		$334K Sell
2,567
-601
-19% -$80K 0.15% 97
2020
Q4 		$438K Buy
3,168
+1,001
+46% +$136K 0.27% 70
2020
Q3 		$292K Buy
+2,167
New +$295K 0.19% 84

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

NFP Retirement Inc's LQD Position: Q2 2023 in Review

NFP Retirement Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 6,152 shares — an estimated $674K sold.

NFP Retirement Inc first reported a position in LQD in Q3 2020 and held it in 11 quarters. The position peaked at $818K in Q2 2022. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • NFP Retirement Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 6,152 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $674K.
  • NFP Retirement Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 11 quarters.
  • NFP Retirement Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $818K in Q2 2022.
  • 1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on NFP Retirement Inc's 13F filing for Q2 2023, filed 13 Feb 2025.