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

Omnia Family 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 Q4	–	Sell	-2,053	Closed	-$210K	–	71
2022 Q3	$210K	Hold	2,053	–	–	0.17%	58
2022 Q2	$226K	Hold	2,053	–	–	0.17%	59
2022 Q1	$248K	Sell	2,053 -7	-0.3%	-$873	0.16%	59
2021 Q4	$273K	Hold	2,060	–	–	0.17%	60
2021 Q3	$274K	Hold	2,060	–	–	0.19%	58
2021 Q2	$277K	Buy	2,060 +7	+0.3%	+$923	0.18%	55
2021 Q1	$267K	Hold	2,053	–	–	0.2%	56
2020 Q4	$284K	Hold	2,053	–	–	0.26%	58
2020 Q3	$277K	Hold	2,053	–	–	0.26%	54
2020 Q2	$276K	Hold	2,053	–	–	0.27%	56
2020 Q1	$254K	Hold	2,053	–	–	0.26%	57
2019 Q4	$263K	Hold	2,053	–	–	0.12%	81
2019 Q3	$262K	Hold	2,053	–	–	0.19%	68
2019 Q2	$255K	Hold	2,053	–	–	0.13%	81
2019 Q1	$244K	Hold	2,053	–	–	0.12%	78
2018 Q4	$232K	Hold	2,053	–	–	0.13%	78
2018 Q3	$237K	Hold	2,053	–	–	0.11%	80
2018 Q2	$235K	Hold	2,053	–	–	0.11%	81
2018 Q1	$241K	Hold	2,053	–	–	0.11%	78
2017 Q4	$250K	Hold	2,053	–	–	0.11%	76
2017 Q3	$249K	Hold	2,053	–	–	0.12%	78
2017 Q2	$247K	Hold	2,053	–	–	0.12%	75
2017 Q1	$242K	Hold	2,053	–	–	0.12%	79
2016 Q4	$241K	Buy	+2,053	New	+$244K	0.12%	79

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Omnia Family Wealth's LQD Position: Q4 2022 in Review

Omnia Family Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 2,053 shares — an estimated $210K sold.

Omnia Family Wealth first reported a position in LQD in Q4 2016 and held it in 24 quarters. The position peaked at $284K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Omnia Family Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Omnia Family Wealth sold 2,053 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $210K.
Omnia Family Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
Omnia Family Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $284K in Q4 2020.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Omnia Family Wealth's 13F filing for Q4 2022, filed 31 Jan 2023.