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

US 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 Q2	–	Sell	-3,855	Closed	-$501K	–	108
2021 Q1	$501K	Hold	3,855	–	–	0.14%	78
2020 Q4	$532K	Buy	+3,855	New	+$525K	0.16%	65
2016 Q2	–	Sell	-131	Closed	-$16K	–	242
2016 Q1	$16K	Sell	131 -195	-60%	-$22.4K	0.03%	177
2015 Q4	$37K	Buy	326 +136	+72%	+$15.7K	0.04%	169
2015 Q3	$22K	Sell	190 -172	-48%	-$19.9K	0.04%	194
2015 Q2	$42K	Sell	362 -126	-26%	-$14.9K	0.04%	120
2015 Q1	$59K	Hold	488	–	–	0.05%	98
2014 Q4	$58K	Buy	+488	New	+$58.2K	0.05%	101

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

AIMU

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

FRBONY

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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

US Financial Advisors's LQD Position: Q2 2021 in Review

US Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 3,855 shares — an estimated $501K sold.

US Financial Advisors first reported a position in LQD in Q4 2014 and held it in 8 quarters. The position peaked at $532K in Q4 2020. 1,056 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

US Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 3,855 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $501K.
US Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 8 quarters.
US Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $532K in Q4 2020.
1,056 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.