Successful Portfolios’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Successful Portfolios’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	-3,358	Closed	-$344K	–	194
2022 Q3	$344K	Buy	+3,358	New	+$370K	0.25%	104
2022 Q2	–	Sell	-1,800	Closed	-$218K	–	202
2022 Q1	$218K	Sell	1,800 -204	-10%	-$25.4K	0.12%	184
2021 Q4	$266K	Sell	2,004 -333	-14%	-$44.3K	0.14%	160
2021 Q3	$311K	Sell	2,337 -1,396	-37%	-$189K	0.19%	137
2021 Q2	$501K	Sell	3,733 -9,232	-71%	-$1.22M	0.3%	87
2021 Q1	$1.69M	Sell	12,965 -1,726	-12%	-$230K	1.11%	20
2020 Q4	$2.03M	Buy	14,691 +1,477	+11%	+$201K	1.46%	13
2020 Q3	$1.78M	Buy	13,214 +3,151	+31%	+$430K	1.42%	13
2020 Q2	$1.35M	Buy	+10,063	New	+$1.31M	1.19%	15

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

Successful Portfolios's LQD Position: Q4 2022 in Review

Successful Portfolios sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 3,358 shares — an estimated $344K sold.

Successful Portfolios first reported a position in LQD in Q2 2020 and held it in 9 quarters. The position peaked at $2.03M in Q4 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Successful Portfolios reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Successful Portfolios sold 3,358 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $344K.
Successful Portfolios first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Successful Portfolios's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.03M in Q4 2020.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Successful Portfolios's 13F filing for Q4 2022, filed 27 Jan 2023.