Blue Chip Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Blue Chip 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
2022 Q4	–	Sell	-2,118	Closed	-$217K	–	183
2022 Q3	$217K	Buy	+2,118	New	+$233K	0.03%	123
2019 Q1	–	Sell	-1,136	Closed	-$128K	–	137
2018 Q4	$128K	Sell	1,136 -159	-12%	-$17.9K	0.03%	136
2018 Q3	$149K	Sell	1,295 -50	-4%	-$5.76K	0.04%	120
2018 Q2	$154K	Sell	1,345 -1,400	-51%	-$161K	0.04%	122
2018 Q1	$322K	Buy	+2,745	New	+$324K	0.09%	107

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Blue Chip Partners's LQD Position: Q4 2022 in Review

Blue Chip Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 2,118 shares — an estimated $217K sold.

Blue Chip Partners first reported a position in LQD in Q1 2018 and held it in 5 quarters. The position peaked at $322K in Q1 2018. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Blue Chip Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Blue Chip Partners sold 2,118 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $217K.
Blue Chip Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 5 quarters.
Blue Chip Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $322K in Q1 2018.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Blue Chip Partners's 13F filing for Q4 2022, filed 1 Feb 2023.