Baldwin Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-300	Closed	-$30.6K	–	762
2023 Q3	$30.6K	Hold	300	–	–	﹤0.01%	461
2023 Q2	$32.4K	Hold	300	–	–	﹤0.01%	469
2023 Q1	$32.9K	Hold	300	–	–	﹤0.01%	474
2022 Q4	$31.6K	Buy	+300	New	+$31.4K	﹤0.01%	479
2018 Q1	–	Sell	-400	Closed	-$49K	–	498
2017 Q4	$49K	Sell	400 -80	-17%	-$9.68K	0.01%	301
2017 Q3	$58K	Hold	480	–	–	0.01%	279
2017 Q2	$58K	Hold	480	–	–	0.01%	284
2017 Q1	$57K	Sell	480 -1,720	-78%	-$202K	0.01%	282
2016 Q4	$258K	Sell	2,200 -2,138	-49%	-$254K	0.05%	162
2016 Q3	$534K	Buy	4,338 +3,288	+313%	+$405K	0.1%	121
2016 Q2	$129K	Sell	1,050 -150	-13%	-$18K	0.03%	190
2016 Q1	$143K	Buy	+1,200	New	+$138K	0.03%	211

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Baldwin Wealth Partners's LQD Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 300 shares — an estimated $30.6K sold.

Baldwin Wealth Partners first reported a position in LQD in Q1 2016 and held it in 12 quarters. The position peaked at $534K in Q3 2016. 1,100 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Baldwin Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $30.6K.
Baldwin Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Baldwin Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $534K in Q3 2016.
1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.