RWB
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RMR Wealth Builders’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

RMR Wealth Builders’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
Q3 		– Sell
-21,855
Closed -$2.4M – 204
2022
Q2 		$2.4M Sell
21,855
-32,102
-59% -$3.62M 0.6% 28
2022
Q1 		$6.53M Buy
53,957
+5,179
+11% +$646K 1.4% 17
2021
Q4 		$6.46M Buy
+48,778
New +$6.48M 1.86% 14
2021
Q2 		– Sell
-639
Closed -$83K – 460
2021
Q1 		$83K Sell
639
-1,450
-69% -$193K 0.02% 294
2020
Q4 		$289K Sell
2,089
-2,380
-53% -$324K 0.14% 113
2020
Q3 		$602K Buy
4,469
+3,875
+652% +$528K 0.16% 102
2020
Q2 		$80K Buy
+594
New +$77.2K 0.07% 185
2019
Q4 		$129K Buy
+1,009
New +$128K 0.12% 151

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
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