Danda Trouve Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Danda Trouve Investment 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 Q1	–	Sell	-1,268	Closed	-$168K	–	128
2021 Q4	$168K	Sell	1,268 -1,246	-50%	-$166K	0.19%	34
2021 Q3	$334K	Buy	2,514 +1,474	+142%	+$199K	0.4%	33
2021 Q2	$140K	Buy	+1,040	New	+$137K	0.17%	39
2021 Q1	–	Sell	-1	Closed	–	–	159
2020 Q4	$0	Hold	1	–	–	﹤0.01%	179
2020 Q3	$0	Hold	1	–	–	﹤0.01%	153
2020 Q2	$0	Hold	1	–	–	﹤0.01%	158
2020 Q1	$0	Hold	1	–	–	﹤0.01%	160
2019 Q4	$0	Buy	+1	New	+$127	﹤0.01%	163

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

MYLI

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Danda Trouve Investment Management's LQD Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 1,268 shares — an estimated $168K sold.

Danda Trouve Investment Management first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $334K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Danda Trouve Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 1,268 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $168K.
Danda Trouve Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Danda Trouve Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $334K in Q3 2021.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.