GT
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return