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Verus Financial Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Verus Financial Partners’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
Q2 		– Sell
-3,793
Closed -$441K – 102
2022
Q1 		$441K Buy
+3,793
New +$473K 0.06% 58

Other funds holding LQD

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N
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Verus Financial Partners's LQD Position: Q2 2022 in Review

Verus Financial Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 3,793 shares — an estimated $441K sold.

Verus Financial Partners first reported a position in LQD in Q1 2022 and held it in 1 quarter. The position peaked at $441K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Verus Financial Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Verus Financial Partners sold 3,793 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $441K.
  • Verus Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Verus Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $441K in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Verus Financial Partners's 13F filing for Q2 2022, filed 3 Aug 2022.