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

Wipfli 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
Q3 		$335K Buy
3,272
+341
+12% +$37.6K 0.02% 305
2022
Q2 		$323K Buy
2,931
+43
+1% +$4.86K 0.04% 75
2022
Q1 		$349K Buy
+2,888
New +$360K 0.04% 73

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Wipfli Financial Advisors's LQD Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q3 2022, buying an estimated $37.6K and bringing the position to 3,272 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #305.

Wipfli Financial Advisors first reported a position in LQD in Q1 2022 and has held it in 3 quarters since. The position peaked at $349K in Q1 2022. 989 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Wipfli Financial Advisors held 3,272 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $335K as of Q3 2022.
  • Wipfli Financial Advisors bought 341 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $37.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #305 holding.
  • Wipfli Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $349K in Q1 2022.
  • 989 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.