BCM
LQD icon

Boltwood Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Boltwood Capital 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
2022
Q2 		– Sell
-1,850
Closed -$224K – 155
2022
Q1 		$224K Sell
1,850
-200
-10% -$24.9K 0.09% 154
2021
Q4 		$272K Hold
2,050
– – 0.1% 143
2021
Q3 		$273K Hold
2,050
– – 0.11% 139
2021
Q2 		$275K Hold
2,050
– – 0.11% 139
2021
Q1 		$267K Sell
2,050
-200
-9% -$26.6K 0.12% 133
2020
Q4 		$311K Hold
2,250
– – 0.15% 121
2020
Q3 		$303K Hold
2,250
– – 0.17% 119
2020
Q2 		$303K Hold
2,250
– – 0.18% 111
2020
Q1 		$278K Hold
2,250
– – 0.2% 113
2019
Q4 		$288K Buy
2,250
+50
+2% +$6.37K 0.16% 123
2019
Q3 		$280K Hold
2,200
– – 0.18% 121
2019
Q2 		$274K Sell
2,200
-300
-12% -$36K 0.17% 120
2019
Q1 		$298K Sell
2,500
-200
-7% -$23.2K 0.19% 117
2018
Q4 		$304K Hold
2,700
– – 0.21% 106
2018
Q3 		$310K Sell
2,700
-200
-7% -$23.1K 0.18% 114
2018
Q2 		$332K Sell
2,900
-560
-16% -$64.5K 0.22% 109
2018
Q1 		$406K Buy
3,460
+100
+3% +$11.8K 0.28% 100
2017
Q4 		$408K Sell
3,360
-50
-1% -$6.05K 0.25% 102
2017
Q3 		$413K Buy
3,410
+80
+2% +$9.67K 0.27% 95
2017
Q2 		$401K Buy
3,330
+350
+12% +$41.8K 0.27% 96
2017
Q1 		$351K Hold
2,980
– – 0.25% 96
2016
Q4 		$349K Buy
2,980
+30
+1% +$3.56K 0.27% 93
2016
Q3 		$363K Hold
2,950
– – 0.29% 90
2016
Q2 		$362K Buy
2,950
+250
+9% +$30K 0.3% 84
2016
Q1 		$321K Hold
2,700
– – 0.28% 87
2015
Q4 		$308K Buy
+2,700
New +$312K 0.28% 84

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Boltwood Capital Management's LQD Position: Q2 2022 in Review

Boltwood Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,850 shares — an estimated $224K sold.

Boltwood Capital Management first reported a position in LQD in Q4 2015 and held it in 26 quarters. The position peaked at $413K in Q3 2017. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Boltwood Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Boltwood Capital Management sold 1,850 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $224K.
  • Boltwood Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 26 quarters.
  • Boltwood Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $413K in Q3 2017.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Boltwood Capital Management's 13F filing for Q2 2022, filed 7 Jul 2022.