TrustCore Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TrustCore Financial Services’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	$3.58K	Hold	34	–	–	﹤0.01%	854
2022 Q3	$3K	Sell	34 -24	-41%	-$2.65K	﹤0.01%	931
2022 Q2	$6K	Hold	58	–	–	﹤0.01%	824
2022 Q1	$7K	Sell	58 -6	-9%	-$748	﹤0.01%	815
2021 Q4	$8K	Hold	64	–	–	﹤0.01%	731
2021 Q3	$9K	Hold	64	–	–	﹤0.01%	780
2021 Q2	$9K	Buy	64 +40	+167%	+$5.27K	﹤0.01%	761
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	845
2020 Q4	$3K	Buy	+24	New	+$3.27K	﹤0.01%	816
2020 Q1	–	Sell	-90	Closed	-$12K	–	933
2019 Q4	$12K	Sell	90 -6	-6%	-$764	﹤0.01%	604
2019 Q3	$12K	Hold	96	–	–	﹤0.01%	612
2019 Q2	$12K	Buy	96 +6	+7%	+$721	﹤0.01%	599
2019 Q1	$11K	Buy	+90	New	+$10.4K	﹤0.01%	545
2018 Q4	–	Sell	-90	Closed	-$10K	–	632
2018 Q3	$10K	Hold	90	–	–	﹤0.01%	567
2018 Q2	$10K	Buy	+90	New	+$10.4K	﹤0.01%	559
2018 Q1	–	Sell	-299	Closed	-$36K	–	707
2017 Q4	$36K	Buy	+299	New	+$36.2K	0.01%	314

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

TrustCore Financial Services's LQD Position: Q4 2022 in Review

TrustCore Financial Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2022 at 34 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

TrustCore Financial Services first reported a position in LQD in Q4 2017 and has held it in 16 quarters since. The position peaked at $36K in Q4 2017. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

TrustCore Financial Services held 34 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.58K as of Q4 2022.
TrustCore Financial Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2022.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #854 holding.
TrustCore Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 16 quarters since.
TrustCore Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $36K in Q4 2017.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.