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Burney Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Burney Company’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
Q4 		– Sell
-1,505
Closed -$200K – 593
2021
Q3 		$200K Hold
1,505
– – 0.01% 560
2021
Q2 		$202K Buy
+1,505
New +$198K 0.01% 577
2021
Q1 		– Sell
-1,492
Closed -$206K – 568
2020
Q4 		$206K Hold
1,492
– – 0.01% 507
2020
Q3 		$201K Hold
1,492
– – 0.01% 485
2020
Q2 		$201K Buy
+1,492
New +$194K 0.01% 464
2018
Q3 		– Sell
-3,201
Closed -$367K – 458
2018
Q2 		$367K Buy
+3,201
New +$369K 0.02% 352
2018
Q1 		– Sell
-1,693
Closed -$206K – 435
2017
Q4 		$206K Buy
1,693
+22
+1% +$2.66K 0.01% 421
2017
Q3 		$202K Hold
1,671
– – 0.01% 385
2017
Q2 		$202K Buy
+1,671
New +$200K 0.01% 384
2016
Q4 		– Sell
-2,122
Closed -$262K – 390
2016
Q3 		$262K Buy
2,122
+121
+6% +$14.9K 0.02% 333
2016
Q2 		$246K Hold
2,001
– – 0.02% 335
2016
Q1 		$238K Hold
2,001
– – 0.02% 353
2015
Q4 		$229K Sell
2,001
-335
-14% -$38.7K 0.02% 344
2015
Q3 		$271K Sell
2,336
-460
-16% -$53.2K 0.02% 316
2015
Q2 		$324K Sell
2,796
-94
-3% -$11.1K 0.02% 324
2015
Q1 		$352K Hold
2,890
– – 0.02% 322
2014
Q4 		$345K Hold
2,890
– – 0.03% 309
2014
Q3 		$342K Hold
2,890
– – 0.03% 314
2014
Q2 		$345K Hold
2,890
– – 0.03% 324
2014
Q1 		$338K Hold
2,890
– – 0.03% 319
2013
Q4 		$330K Sell
2,890
-400
-12% -$45.7K 0.03% 331
2013
Q3 		$373K Sell
3,290
-270
-8% -$30.5K 0.04% 307
2013
Q2 		$405K Buy
+3,560
New +$423K 0.05% 286

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Burney Company's LQD Position: Q4 2021 in Review

Burney Company sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 1,505 shares — an estimated $200K sold.

Burney Company first reported a position in LQD in Q2 2013 and held it in 23 quarters. The position peaked at $405K in Q2 2013. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • Burney Company reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Burney Company sold 1,505 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $200K.
  • Burney Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 23 quarters.
  • Burney Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $405K in Q2 2013.
  • 1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Burney Company's 13F filing for Q4 2021, filed 11 Feb 2022.