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Sterling Investment Advisors (Pennsylvania)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-152
Closed -$17K – 329
2022
Q2 		$17K Sell
152
-138
-48% -$15.6K 0.01% 343
2022
Q1 		$35K Hold
290
– – 0.01% 295
2021
Q4 		$38K Hold
290
– – 0.01% 281
2021
Q3 		$39K Sell
290
-115
-28% -$15.5K 0.01% 282
2021
Q2 		$54K Sell
405
-423
-51% -$55.8K 0.02% 248
2021
Q1 		$108K Hold
828
– – 0.03% 185
2020
Q4 		$114K Hold
828
– – 0.04% 165
2020
Q3 		$112K Hold
828
– – 0.04% 157
2020
Q2 		$111K Hold
828
– – 0.05% 153
2020
Q1 		$102K Hold
828
– – 0.05% 142
2019
Q4 		$105K Hold
828
– – 0.05% 149
2019
Q3 		$106K Hold
828
– – 0.05% 147
2019
Q2 		$103K Buy
828
+138
+20% +$16.6K 0.05% 148
2019
Q1 		$82K Hold
690
– – 0.04% 169
2018
Q4 		$77K Buy
690
+150
+28% +$16.9K 0.05% 156
2018
Q3 		$62K Hold
540
– – 0.03% 201
2018
Q2 		$61K Buy
540
+20
+4% +$2.3K 0.04% 188
2018
Q1 		$61K Hold
520
– – 0.04% 177
2017
Q4 		$63K Hold
520
– – 0.04% 169
2017
Q3 		$63K Hold
520
– – 0.04% 159
2017
Q2 		$63K Hold
520
– – 0.04% 162
2017
Q1 		$61K Hold
520
– – 0.04% 159
2016
Q4 		$61K Buy
+520
New +$61.8K 0.05% 145

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
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

Sterling Investment Advisors (Pennsylvania)'s LQD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 152 shares — an estimated $17K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in LQD in Q4 2016 and held it in 23 quarters. The position peaked at $114K in Q4 2020. 989 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 152 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $17K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $114K in Q4 2020.
  • 989 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.