Smart Money Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Smart Money Group’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	-1,939	Closed	-$213K	–	48
2022 Q2	$213K	Sell	1,939 -2,487	-56%	-$281K	0.15%	46
2022 Q1	$535K	Buy	4,426 +71	+2%	+$8.86K	0.36%	40
2021 Q4	$577K	Sell	4,355 -480	-10%	-$63.8K	0.37%	45
2021 Q3	$643K	Buy	4,835 +2,860	+145%	+$387K	0.47%	38
2021 Q2	$266K	Sell	1,975 -4,148	-68%	-$547K	0.3%	41
2021 Q1	$796K	Sell	6,123 -20,712	-77%	-$2.76M	0.66%	34
2020 Q4	$3.71M	Buy	26,835 +1,674	+7%	+$228K	3.12%	10
2020 Q3	$3.39M	Buy	25,161 +22,227	+758%	+$3.03M	1.46%	23
2020 Q2	$395K	Buy	+2,934	New	+$382K	0.23%	58

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Smart Money Group's LQD Position: Q3 2022 in Review

Smart Money Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 1,939 shares — an estimated $213K sold.

Smart Money Group first reported a position in LQD in Q2 2020 and held it in 9 quarters. The position peaked at $3.71M in Q4 2020. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Smart Money Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Smart Money Group sold 1,939 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $213K.
Smart Money Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Smart Money Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.71M in Q4 2020.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Smart Money Group's 13F filing for Q3 2022, filed 27 Oct 2022.