Guardian Life Insurance’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Guardian Life Insurance’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	$207M	Buy	+1,555,000	New	+$210M	98.6%	1
2021 Q2	–	Sell	-1,555,000	Closed	-$202M	–	1
2021 Q1	$202M	Hold	1,555,000	–	–	100%	1
2020 Q4	$215M	Buy	+1,555,000	New	+$212M	100%	1
2019 Q4	–	Sell	-545,000	Closed	-$69.5M	–	526
2019 Q3	$69.5M	Hold	545,000	–	–	10.39%	2
2019 Q2	$67.8M	Sell	545,000 -730,000	-57%	-$87.7M	9.36%	2
2019 Q1	$152M	Buy	+1,275,000	New	+$148M	19.27%	1
2018 Q4	–	Sell	-130,000	Closed	-$14.9M	–	528
2018 Q3	$14.9M	Buy	+130,000	New	+$15M	2.44%	13
2017 Q4	–	Sell	-768,000	Closed	-$93.1M	–	528
2017 Q3	$93.1M	Buy	+768,000	New	+$92.8M	14.33%	2
2017 Q2	–	Sell	-1,573,000	Closed	-$185M	–	524
2017 Q1	$185M	Buy	1,573,000 +983,000	+167%	+$115M	26.8%	1
2016 Q4	$69.1M	Hold	590,000	–	–	10.21%	2
2016 Q3	$72.7M	Sell	590,000 -160,000	-21%	-$19.7M	6.68%	2
2016 Q2	$92M	Buy	+750,000	New	+$89.9M	7.16%	2

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

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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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 $91.8B AUM 38.24% 1-Year Est. Return

Guardian Life Insurance's LQD Position: Q3 2021 in Review

Guardian Life Insurance opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021: 1,555,000 shares worth $207M. The stake represents 98.6% of the portfolio and ranks #1 among its holdings. This is a return to the name: Guardian Life Insurance previously reported a position in LQD as recently as Q1 2021.

Guardian Life Insurance first reported a position in LQD in Q2 2016 and has held it in 12 quarters since. The position peaked at $215M in Q4 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Guardian Life Insurance held 1,555,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $207M as of Q3 2021.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Guardian Life Insurance position in Q3 2021.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 98.6% of Guardian Life Insurance's portfolio in Q3 2021, its #1 holding.
Guardian Life Insurance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 12 quarters since.
Guardian Life Insurance's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $215M in Q4 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Guardian Life Insurance's 13F filing for Q3 2021, filed 15 Nov 2021.