Cranbrook Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cranbrook Wealth 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 Q4	–	Sell	-411	Closed	-$42K	–	305
2022 Q3	$42K	Buy	411 +3	+0.7%	+$331	0.01%	178
2022 Q2	$45K	Buy	408 +3	+0.7%	+$339	0.01%	175
2022 Q1	$49K	Buy	405 +1	+0.2%	+$125	0.01%	190
2021 Q4	$53K	Buy	404 +3	+0.7%	+$399	0.01%	182
2021 Q3	$53K	Buy	401 +3	+0.8%	+$405	0.01%	183
2021 Q2	$54K	Buy	398 +2	+0.5%	+$264	0.01%	173
2021 Q1	$52K	Buy	396 +2	+0.5%	+$266	0.01%	182
2020 Q4	$54K	Buy	+394	New	+$53.7K	0.01%	155
2018 Q3	–	Sell	-12	Closed	-$1K	–	237
2018 Q2	$1K	Buy	+12	New	+$1.38K	﹤0.01%	214
2014 Q1	–	Sell	-3,706	Closed	–	–	191
2013 Q4	$0	Buy	+3,706	New	+$423K	﹤0.01%	231

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

Cranbrook Wealth Management's LQD Position: Q4 2022 in Review

Cranbrook Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 411 shares — an estimated $42K sold.

Cranbrook Wealth Management first reported a position in LQD in Q4 2013 and held it in 10 quarters. The position peaked at $54K in Q2 2021. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Cranbrook Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Cranbrook Wealth Management sold 411 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $42K.
Cranbrook Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 10 quarters.
Cranbrook Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $54K in Q2 2021.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Cranbrook Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.