Capital Wealth Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-2,894	Closed	-$317K	–	141
2023 Q1	$317K	Hold	2,894	–	–	﹤0.01%	117
2022 Q4	$305K	Buy	+2,894	New	+$303K	﹤0.01%	82
2021 Q4	–	Sell	-4,400	Closed	-$585K	–	120
2021 Q3	$585K	Buy	+4,400	New	+$595K	0.02%	69
2020 Q1	–	Sell	-1,795	Closed	-$230K	–	256
2019 Q4	$230K	Sell	1,795 -200	-10%	-$25.5K	0.01%	178
2019 Q3	$254K	Sell	1,995 -200	-9%	-$25.2K	0.02%	211
2019 Q2	$273K	Buy	+2,195	New	+$264K	0.02%	192

Other funds holding LQD

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

AIMU

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

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

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

MYLI

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

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

Capital Wealth Planning's LQD Position: Q2 2023 in Review

Capital Wealth Planning sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 2,894 shares — an estimated $317K sold.

Capital Wealth Planning first reported a position in LQD in Q2 2019 and held it in 6 quarters. The position peaked at $585K in Q3 2021. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Capital Wealth Planning reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Capital Wealth Planning sold 2,894 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $317K.
Capital Wealth Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
Capital Wealth Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $585K in Q3 2021.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Capital Wealth Planning's 13F filing for Q2 2023, filed 4 Aug 2023.