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

Elmwood 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
2022 Q1	–	Sell	-442	Closed	-$59K	–	227
2021 Q4	$59K	Buy	+442	New	+$58.7K	0.03%	185
2021 Q2	$59K	Hold	442	–	–	0.03%	161
2021 Q1	$57K	Buy	+442	New	+$58.8K	0.03%	157
2020 Q3	$80K	Hold	595	–	–	0.06%	114
2020 Q2	$80K	Buy	+595	New	+$77.4K	0.06%	114
2019 Q4	–	Sell	-200	Closed	-$25K	–	178
2019 Q3	$25K	Hold	200	–	–	0.03%	131
2019 Q2	$25K	Hold	200	–	–	0.02%	147
2019 Q1	$24K	Hold	200	–	–	0.02%	146
2018 Q4	$23K	Buy	+200	New	+$22.5K	0.02%	151

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

Elmwood Wealth Management's LQD Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 442 shares — an estimated $59K sold.

Elmwood Wealth Management first reported a position in LQD in Q4 2018 and held it in 9 quarters. The position peaked at $80K in Q3 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 442 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $59K.
Elmwood Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Elmwood Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $80K in Q3 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.