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Windsor Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Windsor Advisory Group’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
2023
Q2 		– Sell
-300
Closed -$32.9K – 64
2023
Q1 		$32.9K Hold
300
– – 0.08% 54
2022
Q4 		$31.6K Buy
+300
New +$31.4K 0.08% 60

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Windsor Advisory Group's LQD Position: Q2 2023 in Review

Windsor Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 300 shares — an estimated $32.9K sold.

Windsor Advisory Group first reported a position in LQD in Q4 2022 and held it in 2 quarters. The position peaked at $32.9K in Q1 2023. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • Windsor Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Windsor Advisory Group sold 300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $32.9K.
  • Windsor Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Windsor Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $32.9K in Q1 2023.
  • 1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Windsor Advisory Group's 13F filing for Q2 2023, filed 26 Jul 2023.