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

River 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
2021 Q4	–	Sell	-1,587	Closed	-$211K	–	223
2021 Q3	$211K	Buy	1,587 +36	+2%	+$4.87K	0.04%	212
2021 Q2	$208K	Buy	+1,551	New	+$204K	0.04%	210
2021 Q1	–	Sell	-1,487	Closed	-$205K	–	211
2020 Q4	$205K	Sell	1,487 -175	-11%	-$23.8K	0.04%	200
2020 Q3	$224K	Buy	+1,662	New	+$227K	0.06%	185
2019 Q1	–	Sell	-579	Closed	-$65K	–	345
2018 Q4	$65K	Hold	579	–	–	0.03%	221
2018 Q3	$67K	Sell	579 -157	-21%	-$18.1K	0.02%	248
2018 Q2	$84K	Buy	+736	New	+$84.7K	0.03%	217
2015 Q3	–	Sell	-2,343	Closed	-$271K	–	137
2015 Q2	$271K	Sell	2,343 -828	-26%	-$98.1K	0.17%	123
2015 Q1	$386K	Buy	+3,171	New	+$385K	0.24%	109

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

River Wealth Advisors's LQD Position: Q4 2021 in Review

River Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 1,587 shares — an estimated $211K sold.

River Wealth Advisors first reported a position in LQD in Q1 2015 and held it in 9 quarters. The position peaked at $386K in Q1 2015. 1,132 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

River Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
River Wealth Advisors sold 1,587 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $211K.
River Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 9 quarters.
River Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $386K in Q1 2015.
1,132 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on River Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.