Fulcrum Equity Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fulcrum Equity 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	-4,536	Closed	-$601K	–	165
2021 Q4	$601K	Sell	4,536 -1,864	-29%	-$248K	0.22%	78
2021 Q3	$851K	Sell	6,400 -1,521	-19%	-$206K	0.33%	70
2021 Q2	$1.06M	Sell	7,921 -3,280	-29%	-$432K	0.4%	69
2021 Q1	$1.46M	Sell	11,201 -1,476	-12%	-$196K	0.58%	58
2020 Q4	$1.75M	Buy	12,677 +1,799	+17%	+$245K	0.7%	49
2020 Q3	$1.47M	Buy	10,878 +4,022	+59%	+$548K	0.68%	44
2020 Q2	$922K	Buy	+6,856	New	+$892K	0.44%	49
2019 Q4	–	Sell	-11,113	Closed	-$1.42M	–	170
2019 Q3	$1.42M	Buy	11,113 +3,281	+42%	+$413K	0.72%	18
2019 Q2	$986K	Buy	7,832 +4,245	+118%	+$510K	0.47%	21
2019 Q1	$427K	Buy	3,587 +104	+3%	+$12K	0.15%	44
2018 Q4	$393K	Buy	+3,483	New	+$392K	0.14%	31

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

Fulcrum Equity Management's LQD Position: Q1 2022 in Review

Fulcrum Equity Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 4,536 shares — an estimated $601K sold.

Fulcrum Equity Management first reported a position in LQD in Q4 2018 and held it in 11 quarters. The position peaked at $1.75M in Q4 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Fulcrum Equity Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 4,536 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $601K.
Fulcrum Equity Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Fulcrum Equity Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.75M in Q4 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.