Granite Bay Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Granite Bay Wealth 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 Q4	–	Sell	-2,574	Closed	-$264K	–	69
2022 Q3	$264K	Sell	2,574 -62	-2%	-$6.83K	0.21%	47
2022 Q2	$290K	Buy	2,636 +1	+0%	+$113	0.22%	41
2022 Q1	$319K	Buy	2,635 +272	+12%	+$33.9K	0.26%	43
2021 Q4	$313K	Buy	+2,363	New	+$314K	0.31%	38

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Granite Bay Wealth Management's LQD Position: Q4 2022 in Review

Granite Bay Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 2,574 shares — an estimated $264K sold.

Granite Bay Wealth Management first reported a position in LQD in Q4 2021 and held it in 4 quarters. The position peaked at $319K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Granite Bay Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Granite Bay Wealth Management sold 2,574 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $264K.
Granite Bay Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Granite Bay Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $319K in Q1 2022.
1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Granite Bay Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.