Goodwin Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Goodwin Investment Advisory’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
2023 Q4	–	Sell	-97	Closed	-$9.9K	–	81
2023 Q3	$9.9K	Sell	97 -148	-60%	-$15.6K	0.01%	77
2023 Q2	$26.5K	Hold	245	–	–	0.02%	67
2023 Q1	$26.9K	Buy	245 +78	+47%	+$8.45K	0.02%	68
2022 Q4	$17.6K	Sell	167 -131	-44%	-$13.7K	0.01%	127
2022 Q3	$31K	Buy	298 +244	+452%	+$26.9K	0.02%	108
2022 Q2	$5.94K	Sell	54 -257	-83%	-$29K	﹤0.01%	123
2022 Q1	$38K	Sell	311 -245	-44%	-$30.6K	0.03%	96
2021 Q4	$73K	Sell	556 -1,193	-68%	-$159K	0.05%	62
2021 Q3	$233K	Sell	1,749 -2,710	-61%	-$366K	0.23%	30
2021 Q2	$707K	Sell	4,459 -1,590	-26%	-$210K	0.77%	12
2021 Q1	$787K	Sell	6,049 -686	-10%	-$91.3K	0.93%	13
2020 Q4	$930K	Buy	+6,735	New	+$917K	1.14%	9

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goodwin Investment Advisory's LQD Position: Q4 2023 in Review

Goodwin Investment Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 97 shares — an estimated $9.9K sold.

Goodwin Investment Advisory first reported a position in LQD in Q4 2020 and held it in 12 quarters. The position peaked at $930K in Q4 2020. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Goodwin Investment Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 97 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $9.9K.
Goodwin Investment Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
Goodwin Investment Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $930K in Q4 2020.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Goodwin Investment Advisory's 13F filing for Q4 2023, filed 31 Jan 2024.