Selective Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Selective Wealth Management’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 Q4	$353K	Sell	3,197 -4,451	-58%	-$466K	0.19%	73
2022 Q3	$784K	Sell	7,648 -598	-7%	-$65.9K	0.34%	41
2022 Q2	$907K	Buy	8,246 +1,956	+31%	+$221K	0.32%	45
2022 Q1	$761K	Buy	6,290 +5,844	+1,310%	+$729K	0.28%	45
2021 Q4	$59K	Buy	446 +170	+62%	+$22.6K	0.02%	251
2021 Q3	$37K	Buy	276 +239	+646%	+$32.3K	0.02%	284
2021 Q2	$5K	Buy	+37	New	+$4.88K	﹤0.01%	405
2020 Q3	–	Sell	-271	Closed	-$37K	–	373
2020 Q2	$37K	Buy	271 +118	+77%	+$15.3K	0.03%	128
2020 Q1	$19K	Hold	153	–	–	0.03%	108
2019 Q4	$20K	Hold	153	–	–	0.02%	119
2019 Q3	$20K	Buy	+153	New	+$19.3K	0.03%	122

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

JSTA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MIM

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

Selective Wealth Management's LQD Position: Q4 2022 in Review

Selective Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 58% in Q4 2022, selling an estimated $466K and leaving 3,197 shares worth $353K. The position accounts for 0.19% of the portfolio, ranked #73.

Selective Wealth Management first reported a position in LQD in Q3 2019 and has held it in 11 quarters since. The position peaked at $907K in Q2 2022. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Selective Wealth Management held 3,197 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $353K as of Q4 2022.
Selective Wealth Management sold 4,451 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $466K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of Selective Wealth Management's portfolio in Q4 2022, its #73 holding.
Selective Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 11 quarters since.
Selective Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $907K in Q2 2022.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.