Heartwood Wealth Advisors LLC Has $7.56 Million Stock Holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)

Heartwood Wealth Advisors LLC raised its stake in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) by 0.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 70,770 shares of the exchange traded fund’s stock after buying an additional 143 shares during the quarter. iShares iBoxx $ Investment Grade Corporate Bond ETF comprises 0.9% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 28th biggest position. Heartwood Wealth Advisors LLC’s holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF were worth $7,561,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Mascoma Wealth Management LLC acquired a new stake in iShares iBoxx $ Investment Grade Corporate Bond ETF during the 3rd quarter worth $47,000. Quent Capital LLC raised its position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 811.8% during the third quarter. Quent Capital LLC now owns 465 shares of the exchange traded fund’s stock worth $53,000 after purchasing an additional 414 shares during the period. Future Financial Wealth Managment LLC bought a new position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF during the 3rd quarter valued at about $55,000. Aspect Partners LLC acquired a new position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF in the 3rd quarter valued at approximately $65,000. Finally, Rosenberg Matthew Hamilton raised its holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF by 32.7% during the 3rd quarter. Rosenberg Matthew Hamilton now owns 1,068 shares of the exchange traded fund’s stock worth $121,000 after buying an additional 263 shares during the period. Institutional investors own 89.30% of the company’s stock.

iShares iBoxx $ Investment Grade Corporate Bond ETF Stock Performance

LQD traded down $0.64 during trading on Friday, reaching $105.37. The company had a trading volume of 18,458,378 shares, compared to its average volume of 23,248,670. The business’s fifty day moving average price is $108.41 and its 200 day moving average price is $109.74. iShares iBoxx $ Investment Grade Corporate Bond ETF has a 12 month low of $104.14 and a 12 month high of $114.07.

iShares iBoxx $ Investment Grade Corporate Bond ETF Profile

iShares iBoxx $ Investment Grade Corporate Bond ETF (the Fund), formerly iShares iBoxx $ Investment Grade Corporate Bond Fund, is an exchange-traded fund (ETF). The Fund seeks to track the investment results of the Markit iBoxx USD Liquid Investment Grade Index (the Index), which is a rules-based index consisting of liquid, the United States dollar-denominated, investment-grade corporate bonds for sale in the United States.