Brandywine Oak Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Brandywine Oak Private Wealth’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
2021 Q3	–	Sell	-1,545	Closed	-$207K	–	345
2021 Q2	$207K	Buy	+1,545	New	+$204K	0.02%	332
2020 Q2	–	Sell	-1,684	Closed	-$207K	–	263
2020 Q1	$207K	Buy	+1,684	New	+$215K	0.04%	201
2019 Q1	–	Sell	-1,387	Closed	-$156K	–	445
2018 Q4	$156K	Buy	+1,387	New	+$156K	0.04%	229

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

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

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

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

MYLI

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

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

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

Brandywine Oak Private Wealth's LQD Position: Q3 2021 in Review

Brandywine Oak Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 1,545 shares — an estimated $207K sold.

Brandywine Oak Private Wealth first reported a position in LQD in Q4 2018 and held it in 3 quarters. The position peaked at $207K in Q2 2021. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Brandywine Oak Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,545 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $207K.
Brandywine Oak Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Brandywine Oak Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $207K in Q2 2021.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2021, filed 18 Oct 2021.