Dorsey & Whitney Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Dorsey & Whitney Trust’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	-2,715	Closed	-$278K	–	581
2022 Q3	$278K	Buy	+2,715	New	+$299K	0.03%	424
2014 Q1	–	Sell	-5,288	Closed	-$603K	–	265
2013 Q4	$603K	Hold	5,288	–	–	0.16%	109
2013 Q3	$600K	Hold	5,288	–	–	0.18%	102
2013 Q2	$601K	Buy	+5,288	New	+$629K	0.2%	97

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

Dorsey & Whitney Trust's LQD Position: Q4 2022 in Review

Dorsey & Whitney Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 2,715 shares — an estimated $278K sold.

Dorsey & Whitney Trust first reported a position in LQD in Q2 2013 and held it in 4 quarters. The position peaked at $603K in Q4 2013. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Dorsey & Whitney Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Dorsey & Whitney Trust sold 2,715 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $278K.
Dorsey & Whitney Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
Dorsey & Whitney Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $603K in Q4 2013.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2022, filed 9 Feb 2023.