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

Stewardship 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
2021 Q1	–	Sell	-220	Closed	-$30K	–	102
2020 Q4	$30K	Buy	+220	New	+$30K	0.01%	79
2020 Q3	–	Sell	-220	Closed	-$30K	–	82
2020 Q2	$30K	Buy	+220	New	+$28.6K	0.01%	63
2020 Q1	–	Sell	-246	Closed	-$31K	–	77
2019 Q4	$31K	Buy	+246	New	+$31.3K	0.01%	76
2017 Q1	–	Sell	-51,999	Closed	-$6.09M	–	46
2016 Q4	$6.09M	Buy	51,999 +11,306	+28%	+$1.34M	3.83%	10
2016 Q3	$5.01M	Sell	40,693 -4,788	-11%	-$590K	3.21%	11
2016 Q2	$5.58M	Buy	45,481 +8,263	+22%	+$991K	3.81%	9
2016 Q1	$4.42M	Buy	37,218 +12,406	+50%	+$1.43M	3.5%	10
2015 Q4	$2.83M	Buy	+24,812	New	+$2.87M	2.27%	14

Other funds holding LQD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stewardship Financial Advisors's LQD Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 220 shares — an estimated $30K sold.

Stewardship Financial Advisors first reported a position in LQD in Q4 2015 and held it in 8 quarters. The position peaked at $6.09M in Q4 2016. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Stewardship Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Stewardship Financial Advisors sold 220 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $30K.
Stewardship Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 8 quarters.
Stewardship Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.09M in Q4 2016.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.