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

VeraBank’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	–	Sell	-4,625	Closed	-$474K	–	131
2022 Q3	$474K	Hold	4,625	–	–	0.3%	72
2022 Q2	$509K	Hold	4,625	–	–	0.3%	73
2022 Q1	$559K	Hold	4,625	–	–	0.29%	77
2021 Q4	$613K	Hold	4,625	–	–	0.31%	72
2021 Q3	$615K	Hold	4,625	–	–	0.35%	69
2021 Q2	$621K	Hold	4,625	–	–	0.37%	65
2021 Q1	$601K	Hold	4,625	–	–	0.39%	62
2020 Q4	$639K	Hold	4,625	–	–	0.45%	55
2020 Q3	$623K	Hold	4,625	–	–	0.48%	50
2020 Q2	$622K	Hold	4,625	–	–	0.51%	48
2020 Q1	$571K	Hold	4,625	–	–	0.55%	52
2019 Q4	$592K	Hold	4,625	–	–	0.48%	54
2019 Q3	$590K	Hold	4,625	–	–	0.53%	50
2019 Q2	$575K	Hold	4,625	–	–	0.54%	50
2019 Q1	$551K	Hold	4,625	–	–	0.53%	51
2018 Q4	$522K	Buy	+4,625	New	+$520K	0.56%	49

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

VeraBank's LQD Position: Q4 2022 in Review

VeraBank sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 4,625 shares — an estimated $474K sold.

VeraBank first reported a position in LQD in Q4 2018 and held it in 16 quarters. The position peaked at $639K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

VeraBank reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
VeraBank sold 4,625 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $474K.
VeraBank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
VeraBank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $639K in Q4 2020.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on VeraBank's 13F filing for Q4 2022, filed 25 Jan 2023.