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

Richwood Investment 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
2023 Q2	–	Sell	-5,649	Closed	-$619K	–	103
2023 Q1	$619K	Hold	5,649	–	–	0.62%	39
2022 Q4	$596K	Sell	5,649 -29	-0.5%	-$3.04K	0.6%	42
2022 Q3	$582K	Sell	5,678 -1,455	-20%	-$160K	0.64%	42
2022 Q2	$785K	Sell	7,133 -825	-10%	-$93.2K	0.79%	30
2022 Q1	$962K	Hold	7,958	–	–	0.86%	26
2021 Q4	$1.05M	Buy	+7,958	New	+$1.06M	0.92%	21

Other funds holding LQD

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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 $5.29B AUM 8.96% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Richwood Investment Advisors's LQD Position: Q2 2023 in Review

Richwood Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 5,649 shares — an estimated $619K sold.

Richwood Investment Advisors first reported a position in LQD in Q4 2021 and held it in 6 quarters. The position peaked at $1.05M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Richwood Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Richwood Investment Advisors sold 5,649 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $619K.
Richwood Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Richwood Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.05M in Q4 2021.
1,011 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Richwood Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.