H&H Retirement Design & Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

H&H Retirement Design & 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 Q1	–	Sell	-3,917	Closed	-$482K	–	61
2021 Q4	$482K	Sell	3,917 -14,034	-78%	-$1.87M	0.3%	48
2021 Q3	$2.36M	Sell	17,951 -491	-3%	-$66.4K	1.45%	24
2021 Q2	$2.5M	Sell	18,442 -736	-4%	-$97K	1.53%	23
2021 Q1	$2.52M	Buy	+19,178	New	+$2.55M	1.52%	24
2020 Q3	$2.3M	Sell	17,096 -43,487	-72%	-$5.93M	1.81%	22
2020 Q2	$8.15M	Sell	60,583 -494	-0.8%	-$64.2K	7.21%	2
2020 Q1	$7.54M	Buy	+61,077	New	+$7.78M	7.16%	2

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

H&H Retirement Design & Management's LQD Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 3,917 shares — an estimated $482K sold.

H&H Retirement Design & Management first reported a position in LQD in Q1 2020 and held it in 7 quarters. The position peaked at $8.15M in Q2 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

H&H Retirement Design & Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 3,917 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $482K.
H&H Retirement Design & Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
H&H Retirement Design & Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.15M in Q2 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.