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

Heartwood Wealth Advisors LLC raised its position in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) by 0.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,770 shares of the exchange traded fund’s stock after buying an additional 143 shares during the period. iShares iBoxx $ Investment Grade Corporate Bond ETF accounts for about 0.9% of Heartwood Wealth Advisors LLC’s investment 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 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Pinkerton Retirement Specialists LLC boosted its stake in iShares iBoxx $ Investment Grade Corporate Bond ETF by 6.3% in the second quarter. Pinkerton Retirement Specialists LLC now owns 77,089 shares of the exchange traded fund’s stock worth $8,258,000 after purchasing an additional 4,545 shares in the last quarter. Rathbones Group PLC increased its position in iShares iBoxx $ Investment Grade Corporate Bond ETF by 6.7% in the 2nd quarter. Rathbones Group PLC now owns 9,499 shares of the exchange traded fund’s stock valued at $1,018,000 after acquiring an additional 600 shares in the last quarter. Hollencrest Capital Management raised its stake in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 0.7% in the second quarter. Hollencrest Capital Management now owns 13,315 shares of the exchange traded fund’s stock worth $1,426,000 after acquiring an additional 98 shares during the last quarter. Alley Investment Management Company LLC lifted its position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 5.6% during the second quarter. Alley Investment Management Company LLC now owns 185,269 shares of the exchange traded fund’s stock worth $19,846,000 after purchasing an additional 9,898 shares in the last quarter. Finally, Sunbelt Securities Inc. grew its stake in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 32.5% during the second quarter. Sunbelt Securities Inc. now owns 14,088 shares of the exchange traded fund’s stock valued at $1,509,000 after purchasing an additional 3,459 shares during the last quarter. 89.30% of the stock is owned by institutional investors.

iShares iBoxx $ Investment Grade Corporate Bond ETF Stock Performance

LQD stock traded down $0.64 during trading on Friday, hitting $105.37. The company had a trading volume of 18,458,378 shares, compared to its average volume of 23,248,670. The firm has a 50-day moving average price of $108.41 and a 200-day moving average price of $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 Company 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.