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B&D White Capital Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

B&D White Capital Company’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
2021
Q3 		– Sell
-2,151
Closed -$289K – 76
2021
Q2 		$289K Sell
2,151
-668
-24% -$88.1K 0.13% 39
2021
Q1 		$372K Sell
2,819
-5,544
-66% -$738K 0.2% 39
2020
Q4 		$1.16M Buy
+8,363
New +$1.14M 0.66% 26

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
PGEBT
Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

B&D White Capital Company's LQD Position: Q3 2021 in Review

B&D White Capital Company sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 2,151 shares — an estimated $289K sold.

B&D White Capital Company first reported a position in LQD in Q4 2020 and held it in 3 quarters. The position peaked at $1.16M in Q4 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

  • B&D White Capital Company reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • B&D White Capital Company sold 2,151 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $289K.
  • B&D White Capital Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • B&D White Capital Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.16M in Q4 2020.
  • 1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on B&D White Capital Company's 13F filing for Q3 2021, filed 27 Oct 2021.