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

Teamwork 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
2022 Q1	–	Sell	-4,827	Closed	-$640K	–	298
2021 Q4	$640K	Buy	4,827 +441	+10%	+$58.6K	0.12%	164
2021 Q3	$583K	Sell	4,386 -222	-5%	-$30K	0.12%	142
2021 Q2	$619K	Sell	4,608 -2,145	-32%	-$283K	0.13%	132
2021 Q1	$878K	Sell	6,753 -5,246	-44%	-$698K	0.21%	103
2020 Q4	$1.66M	Buy	11,999 +522	+5%	+$71.1K	0.39%	43
2020 Q3	$1.55M	Sell	11,477 -4,359	-28%	-$594K	0.48%	36
2020 Q2	$2.13M	Buy	+15,836	New	+$2.06M	0.76%	25

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MYLI

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Teamwork Financial Advisors's LQD Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 4,827 shares — an estimated $640K sold.

Teamwork Financial Advisors first reported a position in LQD in Q2 2020 and held it in 7 quarters. The position peaked at $2.13M in Q2 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Teamwork Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 4,827 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $640K.
Teamwork Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.13M in Q2 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.