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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

AIMU

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

RMR Wealth Builders's LQD Position: Q3 2022 in Review

RMR Wealth Builders sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 21,855 shares — an estimated $2.4M sold.

RMR Wealth Builders first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $6.53M in Q1 2022. 987 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

RMR Wealth Builders reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
RMR Wealth Builders sold 21,855 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $2.4M.
RMR Wealth Builders first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
RMR Wealth Builders's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.53M in Q1 2022.
987 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.