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

Wealthstreet 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
Q1 		$36K Hold
300
– – 0.97% 27
2021
Q4 		$40K Hold
300
– – 0.99% 28
2021
Q3 		$40K Sell
300
-1,700
-85% -$230K 1.1% 27
2021
Q2 		$268K Sell
2,000
-33,953
-94% -$4.48M 1.39% 23
2021
Q1 		$4.68M Buy
35,953
+6,199
+21% +$825K 0.46% 54
2020
Q4 		$4.11M Buy
29,754
+7,055
+31% +$961K 0.42% 59
2020
Q3 		$3.06M Buy
22,699
+1,351
+6% +$184K 0.34% 69
2020
Q2 		$2.87M Buy
21,348
+5,228
+32% +$680K 0.35% 68
2020
Q1 		$1.99M Sell
16,120
-1,212
-7% -$154K 0.29% 85
2019
Q4 		$2.22M Buy
17,332
+9,438
+120% +$1.2M 0.26% 93
2019
Q3 		$998K Sell
7,894
-9,042
-53% -$1.14M 0.13% 140
2019
Q2 		$2.11M Sell
16,936
-337
-2% -$40.5K 0.27% 90
2019
Q1 		$2.06M Buy
17,273
+493
+3% +$57.1K 0.27% 89
2018
Q4 		$1.93M Sell
16,780
-2,540
-13% -$286K 0.27% 91
2018
Q3 		$2.22M Buy
19,320
+611
+3% +$70.4K 0.27% 85
2018
Q2 		$2.14M Sell
18,709
-525
-3% -$60.5K 0.28% 88
2018
Q1 		$2.26M Buy
19,234
+785
+4% +$92.7K 0.28% 89
2017
Q4 		$2.24M Buy
+18,449
New +$2.23M 0.27% 94

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wealthstreet Investment Advisors's LQD Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2022 at 300 shares worth $36K. The position accounts for 0.97% of the portfolio, ranked #27.

Wealthstreet Investment Advisors first reported a position in LQD in Q4 2017 and has held it in 18 quarters since. The position peaked at $4.68M in Q1 2021. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Wealthstreet Investment Advisors held 300 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $36K as of Q1 2022.
  • Wealthstreet Investment Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.97% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #27 holding.
  • Wealthstreet Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.68M in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.