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Baldrige Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Baldrige Asset Management’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
2023
Q1 		$334K Buy
3,051
+53
+2% +$5.74K 0.14% 87
2022
Q4 		$316K Sell
2,998
-421
-12% -$44.1K 0.14% 86
2022
Q3 		$350K Buy
3,419
+79
+2% +$8.71K 0.17% 82
2022
Q2 		$368K Hold
3,340
– – 0.17% 82
2022
Q1 		$404K Hold
3,340
– – 0.17% 82
2021
Q4 		$443K Sell
3,340
-36
-1% -$4.79K 0.17% 72
2021
Q3 		$449K Buy
3,376
+159
+5% +$21.5K 0.19% 70
2021
Q2 		$432K Buy
3,217
+76
+2% +$10K 0.19% 67
2021
Q1 		$409K Buy
3,141
+195
+7% +$25.9K 0.22% 63
2020
Q4 		$407K Buy
2,946
+212
+8% +$28.9K 0.24% 64
2020
Q3 		$368K Buy
2,734
+115
+4% +$15.7K 0.25% 63
2020
Q2 		$352K Sell
2,619
-127
-5% -$16.5K 0.26% 60
2020
Q1 		$339K Sell
2,746
-26
-0.9% -$3.31K 0.3% 56
2019
Q4 		$355K Buy
2,772
+11
+0.4% +$1.4K 0.29% 60
2019
Q3 		$352K Hold
2,761
– – 0.31% 55
2019
Q2 		$343K Sell
2,761
-42
-1% -$5.04K 0.32% 53
2019
Q1 		$334K Buy
+2,803
New +$325K 0.33% 54

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Baldrige Asset Management's LQD Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.8% in Q1 2023, buying an estimated $5.74K and bringing the position to 3,051 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #87.

Baldrige Asset Management first reported a position in LQD in Q1 2019 and has held it in 17 quarters since. The position peaked at $449K in Q3 2021. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Baldrige Asset Management held 3,051 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $334K as of Q1 2023.
  • Baldrige Asset Management bought 53 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $5.74K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Baldrige Asset Management's portfolio in Q1 2023, its #87 holding.
  • Baldrige Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • Baldrige Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $449K in Q3 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.