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

Octavia Wealth 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
2022 Q2	–	Sell	-2,694	Closed	-$326K	–	175
2022 Q1	$326K	Sell	2,694 -100	-4%	-$12.5K	0.07%	133
2021 Q4	$370K	Buy	+2,794	New	+$371K	0.08%	129
2021 Q1	–	Sell	-1,706	Closed	-$236K	–	171
2020 Q4	$236K	Buy	+1,706	New	+$232K	0.08%	141

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Octavia Wealth Advisors's LQD Position: Q2 2022 in Review

Octavia Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2,694 shares — an estimated $326K sold.

Octavia Wealth Advisors first reported a position in LQD in Q4 2020 and held it in 3 quarters. The position peaked at $370K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Octavia Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Octavia Wealth Advisors sold 2,694 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $326K.
Octavia Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Octavia Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $370K in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Octavia Wealth Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.