Godshalk Welsh Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Godshalk Welsh Capital 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	-1,500	Closed	-$204K	–	115
2021 Q2	$204K	Buy	+1,500	New	+$198K	0.13%	116
2019 Q2	–	Sell	-2,918	Closed	-$347K	–	109
2019 Q1	$347K	Sell	2,918 -1,839	-39%	-$213K	0.33%	84
2018 Q4	$537K	Buy	+4,757	New	+$535K	0.6%	61
2015 Q1	–	Sell	-1,250	Closed	-$149K	–	197
2014 Q4	$149K	Buy	+1,250	New	+$149K	0.14%	153

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

Godshalk Welsh Capital Management's LQD Position: Q3 2021 in Review

Godshalk Welsh Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 1,500 shares — an estimated $204K sold.

Godshalk Welsh Capital Management first reported a position in LQD in Q4 2014 and held it in 4 quarters. The position peaked at $537K in Q4 2018. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Godshalk Welsh Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Godshalk Welsh Capital Management sold 1,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $204K.
Godshalk Welsh Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 4 quarters.
Godshalk Welsh Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $537K in Q4 2018.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Godshalk Welsh Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.