Greenleaf Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Greenleaf Trust’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 Q2	–	Sell	-6,216	Closed	-$681K	–	790
2023 Q1	$681K	Buy	+6,216	New	+$673K	0.01%	371
2022 Q2	–	Sell	-2,207	Closed	-$267K	–	755
2022 Q1	$267K	Buy	+2,207	New	+$275K	﹤0.01%	629
2015 Q1	–	Sell	-2,991	Closed	-$357K	–	164
2014 Q4	$357K	Buy	+2,991	New	+$356K	0.01%	121
2014 Q2	–	Sell	-2,350	Closed	-$275K	–	162
2014 Q1	$275K	Buy	+2,350	New	+$273K	0.01%	132

Other funds holding LQD

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

AIMU

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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Greenleaf Trust's LQD Position: Q2 2023 in Review

Greenleaf Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 6,216 shares — an estimated $681K sold.

Greenleaf Trust first reported a position in LQD in Q1 2014 and held it in 4 quarters. The position peaked at $681K in Q1 2023. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Greenleaf Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Greenleaf Trust sold 6,216 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $681K.
Greenleaf Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 4 quarters.
Greenleaf Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $681K in Q1 2023.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Greenleaf Trust's 13F filing for Q2 2023, filed 9 Aug 2023.