Ritter Daniher Financial Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	–	Sell	-1,130	Closed	-$119K	–	310
2022 Q4	$119K	Hold	1,130	–	–	0.06%	92
2022 Q3	$116K	Buy	+1,130	New	+$125K	0.08%	84
2021 Q4	–	Sell	-20	Closed	-$3K	–	243
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	195
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	189
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	176
2020 Q4	$3K	Buy	+20	New	+$2.72K	﹤0.01%	169

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JSTA

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIM

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

Ritter Daniher Financial Advisory's LQD Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 1,130 shares — an estimated $119K sold.

Ritter Daniher Financial Advisory first reported a position in LQD in Q4 2020 and held it in 6 quarters. The position peaked at $119K in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Ritter Daniher Financial Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1,130 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $119K.
Ritter Daniher Financial Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Ritter Daniher Financial Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $119K in Q4 2022.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.