WR Wealth Planners LLC Sells 1,064 Shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)

WR Wealth Planners LLC lowered its holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) by 58.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 770 shares of the exchange traded fund’s stock after selling 1,064 shares during the quarter. WR Wealth Planners LLC’s holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF were worth $82,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Creative Financial Designs Inc. ADV boosted its position in iShares iBoxx $ Investment Grade Corporate Bond ETF by 1.8% in the third quarter. Creative Financial Designs Inc. ADV now owns 5,502 shares of the exchange traded fund’s stock valued at $622,000 after buying an additional 98 shares in the last quarter. Continuum Advisory LLC lifted its position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 6.8% during the third quarter. Continuum Advisory LLC now owns 1,946 shares of the exchange traded fund’s stock worth $211,000 after purchasing an additional 124 shares in the last quarter. Mount Lucas Management LP lifted its position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 2.6% during the third quarter. Mount Lucas Management LP now owns 6,681 shares of the exchange traded fund’s stock worth $755,000 after purchasing an additional 169 shares in the last quarter. First Horizon Advisors Inc. lifted its position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 8.2% during the third quarter. First Horizon Advisors Inc. now owns 2,849 shares of the exchange traded fund’s stock worth $322,000 after purchasing an additional 217 shares in the last quarter. Finally, Quent Capital LLC lifted its position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF by 59.6% during the fourth quarter. Quent Capital LLC now owns 742 shares of the exchange traded fund’s stock worth $79,000 after purchasing an additional 277 shares in the last quarter. Institutional investors own 89.30% of the company’s stock.

iShares iBoxx $ Investment Grade Corporate Bond ETF Price Performance

Shares of NYSEARCA LQD opened at $109.61 on Friday. The company’s 50 day simple moving average is $107.27 and its 200 day simple moving average is $109.47. iShares iBoxx $ Investment Grade Corporate Bond ETF has a fifty-two week low of $104.14 and a fifty-two week high of $114.07. The firm has a market capitalization of $30.95 billion, a P/E ratio of 33.07 and a beta of 0.43.

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.