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

UBP Investment 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 Q3	$480K	Hold	4,700	–	–	0.25%	56
2022 Q2	$520K	Sell	4,700 -29,800	-86%	-$3.36M	0.21%	64
2022 Q1	$1.84M	Buy	34,500 +29,800	+634%	+$3.72M	0.68%	31
2021 Q4	$620K	Hold	4,700	–	–	0.23%	64
2021 Q3	$630K	Hold	4,700	–	–	0.24%	63
2021 Q2	$630K	Hold	4,700	–	–	0.23%	76
2021 Q1	$610K	Hold	4,700	–	–	0.25%	67
2020 Q4	$649K	Hold	4,700	–	–	0.33%	43
2020 Q3	$633K	Hold	4,700	–	–	0.49%	34
2020 Q2	$632K	Hold	4,700	–	–	0.5%	35
2020 Q1	$580K	Hold	4,700	–	–	0.52%	33
2019 Q4	$601K	Hold	4,700	–	–	0.47%	36
2019 Q3	$599K	Buy	+4,700	New	+$592K	0.49%	36

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

UBP Investment Advisors's LQD Position: Q3 2022 in Review

UBP Investment Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2022 at 4,700 shares worth $480K. The position accounts for 0.25% of the portfolio, ranked #56.

UBP Investment Advisors first reported a position in LQD in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.84M in Q1 2022. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

UBP Investment Advisors held 4,700 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $480K as of Q3 2022.
UBP Investment Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2022.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of UBP Investment Advisors's portfolio in Q3 2022, its #56 holding.
UBP Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 13 quarters since.
UBP Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.84M in Q1 2022.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.