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Deane Retirement Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Deane Retirement Strategies’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
-72,875
Closed -$9.66M – 57
2021
Q4 		$9.66M Buy
+72,875
New +$9.69M 5.1% 6
2016
Q3 		– Sell
-63
Closed -$8K – 50
2016
Q2 		$8K Sell
63
-35
-36% -$4.2K 0.01% 39
2016
Q1 		$12K Hold
98
– – 0.01% 44
2015
Q4 		$11K Hold
98
– – 0.01% 40
2015
Q3 		$11K Sell
98
-1,666
-94% -$193K 0.01% 41
2015
Q2 		$3.64M Sell
1,764
-180
-9% -$21.3K 3.74% 5
2015
Q1 		$237K Sell
1,944
-538
-22% -$65.2K 0.23% 28
2014
Q4 		$296K Buy
+2,482
New +$296K 0.28% 27

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return