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

West 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
2022 Q4	–	Sell	-1,239	Closed	-$127K	–	187
2022 Q3	$127K	Hold	1,239	–	–	0.04%	70
2022 Q2	$136K	Hold	1,239	–	–	0.04%	66
2022 Q1	$150K	Hold	1,239	–	–	0.04%	65
2021 Q4	$164K	Hold	1,239	–	–	0.04%	67
2021 Q3	$165K	Hold	1,239	–	–	0.05%	60
2021 Q2	$166K	Hold	1,239	–	–	0.05%	56
2021 Q1	$161K	Hold	1,239	–	–	0.05%	54
2020 Q4	$171K	Buy	+1,239	New	+$169K	0.06%	52

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

West Financial Advisors's LQD Position: Q4 2022 in Review

West Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 1,239 shares — an estimated $127K sold.

West Financial Advisors first reported a position in LQD in Q4 2020 and held it in 8 quarters. The position peaked at $171K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

West Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
West Financial Advisors sold 1,239 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $127K.
West Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
West Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $171K 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 West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.