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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management

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

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

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

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

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