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

Doyle 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
2021 Q3	–	Sell	-2,078	Closed	-$279K	–	226
2021 Q2	$279K	Hold	2,078	–	–	0.02%	186
2021 Q1	$270K	Sell	2,078 -404	-16%	-$53.8K	0.03%	184
2020 Q4	$343K	Hold	2,482	–	–	0.03%	160
2020 Q3	$334K	Buy	2,482 +829	+50%	+$113K	0.04%	143
2020 Q2	$222K	Sell	1,653 -63	-4%	-$8.19K	0.03%	164
2020 Q1	$212K	Sell	1,716 -268	-14%	-$34.1K	0.03%	168
2019 Q4	$254K	Hold	1,984	–	–	0.03%	181
2019 Q3	$253K	Hold	1,984	–	–	0.03%	172
2019 Q2	$247K	Hold	1,984	–	–	0.03%	170
2019 Q1	$236K	Buy	1,984 +1,713	+632%	+$198K	0.03%	173
2018 Q4	$31K	Buy	+271	New	+$30.5K	0.01%	448

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

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

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

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

MYLI

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

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

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

Doyle Wealth Management's LQD Position: Q3 2021 in Review

Doyle Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 2,078 shares — an estimated $279K sold.

Doyle Wealth Management first reported a position in LQD in Q4 2018 and held it in 11 quarters. The position peaked at $343K in Q4 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Doyle Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Doyle Wealth Management sold 2,078 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $279K.
Doyle Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Doyle Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $343K in Q4 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Doyle Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.