Girard Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Girard Partners’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	-1,934	Closed	-$259K	–	260
2021 Q2	$259K	Buy	1,934 +2	+0.1%	+$264	0.03%	212
2021 Q1	$251K	Sell	1,932 -453	-19%	-$60.3K	0.04%	200
2020 Q4	$329K	Buy	2,385 +69	+3%	+$9.4K	0.05%	179
2020 Q3	$311K	Buy	2,316 +5	+0.2%	+$682	0.05%	177
2020 Q2	$310K	Buy	2,311 +9	+0.4%	+$1.17K	0.06%	176
2020 Q1	$284K	Buy	2,302 +8	+0.3%	+$1.02K	0.06%	177
2019 Q4	$293K	Buy	+2,294	New	+$292K	0.05%	193
2018 Q4	–	Sell	-781	Closed	-$89K	–	553
2018 Q3	$89K	Buy	+781	New	+$90K	0.02%	352
2017 Q1	–	Sell	-1,709	Closed	-$200K	–	236
2016 Q4	$200K	Buy	+1,709	New	+$203K	0.06%	216

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

Girard Partners's LQD Position: Q3 2021 in Review

Girard Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 1,934 shares — an estimated $259K sold.

Girard Partners first reported a position in LQD in Q4 2016 and held it in 9 quarters. The position peaked at $329K in Q4 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Girard Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Girard Partners sold 1,934 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $259K.
Girard Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 9 quarters.
Girard Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $329K 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 Girard Partners's 13F filing for Q3 2021, filed 1 Nov 2021.