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Glassman Wealth Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Glassman Wealth Services’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
-311
Closed -$41K – 1814
2021
Q4 		$41K Buy
+311
New +$41.3K 0.01% 418
2016
Q4 		– Sell
-1,009
Closed -$124K – 680
2016
Q3 		$124K Buy
+1,009
New +$124K 0.1% 90

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Glassman Wealth Services's LQD Position: Q1 2022 in Review

Glassman Wealth Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 311 shares — an estimated $41K sold.

Glassman Wealth Services first reported a position in LQD in Q3 2016 and held it in 2 quarters. The position peaked at $124K in Q3 2016. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Glassman Wealth Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 311 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $41K.
  • Glassman Wealth Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 2 quarters.
  • Glassman Wealth Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $124K in Q3 2016.
  • 1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.