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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Deane Retirement Strategies's LQD Position: Q1 2022 in Review

Deane Retirement Strategies sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 72,875 shares — an estimated $9.66M sold.

Deane Retirement Strategies first reported a position in LQD in Q4 2014 and held it in 8 quarters. The position peaked at $9.66M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Deane Retirement Strategies reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Deane Retirement Strategies sold 72,875 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $9.66M.
Deane Retirement Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 8 quarters.
Deane Retirement Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.66M in Q4 2021.
1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Deane Retirement Strategies's 13F filing for Q1 2022, filed 14 Apr 2022.