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

Silvia McColl 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
2023
Q1 		– Sell
-14,563
Closed -$1.54M – 105
2022
Q4 		$1.54M Buy
+14,563
New +$1.52M 1.51% 12

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Silvia McColl Wealth Management's LQD Position: Q1 2023 in Review

Silvia McColl Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 14,563 shares — an estimated $1.54M sold.

Silvia McColl Wealth Management first reported a position in LQD in Q4 2022 and held it in 1 quarter. The position peaked at $1.54M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Silvia McColl Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Silvia McColl Wealth Management sold 14,563 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $1.54M.
  • Silvia McColl Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Silvia McColl Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.54M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Silvia McColl Wealth Management's 13F filing for Q1 2023, filed 5 Sep 2023.