Blue Bell Private Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Blue Bell Private Wealth 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 Q3	–	Sell	-63	Closed	-$6.81K	–	694
2023 Q2	$6.81K	Buy	+63	New	+$6.81K	﹤0.01%	460
2015 Q4	–	Sell	-1	Closed	–	–	449
2015 Q3	$0	Hold	1	–	–	﹤0.01%	445
2015 Q2	$0	Hold	1	–	–	﹤0.01%	436
2015 Q1	$0	Sell	1 -134	-99%	-$16.3K	﹤0.01%	430
2014 Q4	$16K	Buy	135 +1	+0.7%	+$119	0.01%	343
2014 Q3	$16K	Buy	+134	New	+$15.9K	0.01%	361

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AIMU

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Bell Private Wealth Management's LQD Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 63 shares — an estimated $6.81K sold.

Blue Bell Private Wealth Management first reported a position in LQD in Q3 2014 and held it in 6 quarters. The position peaked at $16K in Q4 2014. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Blue Bell Private Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 63 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $6.81K.
Blue Bell Private Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 6 quarters.
Blue Bell Private Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16K in Q4 2014.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.