Oxford Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Oxford Financial Group’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	-331	Closed	-$40K	–	282
2022 Q1	$40K	Hold	331	–	–	0.01%	225
2021 Q4	$44K	Buy	331 +196	+145%	+$26K	﹤0.01%	236
2021 Q3	$18K	Hold	135	–	–	﹤0.01%	233
2021 Q2	$18K	Hold	135	–	–	﹤0.01%	212
2021 Q1	$18K	Buy	+135	New	+$18K	﹤0.01%	202

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

Oxford Financial Group's LQD Position: Q2 2022 in Review

Oxford Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 331 shares — an estimated $40K sold.

Oxford Financial Group first reported a position in LQD in Q1 2021 and held it in 5 quarters. The position peaked at $44K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Oxford Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Oxford Financial Group sold 331 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $40K.
Oxford Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Oxford Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $44K 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 Oxford Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.