Semmax Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Semmax Financial 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
2022 Q4	–	Sell	-9	Closed	-$1K	–	296
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	242
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	244
2022 Q1	$1K	Buy	+9	New	+$1.12K	﹤0.01%	266
2020 Q2	–	Sell	-136	Closed	-$17K	–	282
2020 Q1	$17K	Buy	+136	New	+$17.3K	0.01%	137
2019 Q3	–	Sell	-19	Closed	-$2K	–	317
2019 Q2	$2K	Sell	19 -49	-72%	-$5.88K	﹤0.01%	288
2019 Q1	$8K	Sell	68 -666	-91%	-$77.1K	0.01%	339
2018 Q4	$83K	Buy	+734	New	+$82.5K	0.06%	165

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

Semmax Financial Advisors's LQD Position: Q4 2022 in Review

Semmax Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Semmax Financial Advisors first reported a position in LQD in Q4 2018 and held it in 7 quarters. The position peaked at $83K in Q4 2018. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Semmax Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Semmax Financial Advisors sold 9 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $1K.
Semmax Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Semmax Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $83K in Q4 2018.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Semmax Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.