HawsGoodwin Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

HawsGoodwin Investment 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
2021 Q4	–	Sell	-221	Closed	-$29K	–	113
2021 Q3	$29K	Sell	221 -2,499	-92%	-$338K	0.01%	93
2021 Q2	$365K	Sell	2,720 -97,385	-97%	-$12.8M	0.11%	81
2021 Q1	$13M	Sell	100,105 -62,569	-38%	-$8.32M	4.17%	4
2020 Q4	$22.5M	Buy	162,674 +1,099	+0.7%	+$150K	7.05%	3
2020 Q3	$21.8M	Buy	161,575 +7,961	+5%	+$1.09M	7.74%	3
2020 Q2	$20.7M	Buy	153,614 +149,538	+3,669%	+$19.4M	8.11%	1
2020 Q1	$501K	Sell	4,076 -1,599	-28%	-$204K	0.25%	66
2019 Q4	$725K	Buy	+5,675	New	+$723K	0.38%	63

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

HawsGoodwin Investment Management's LQD Position: Q4 2021 in Review

HawsGoodwin Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 221 shares — an estimated $29K sold.

HawsGoodwin Investment Management first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $22.5M in Q4 2020. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

HawsGoodwin Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
HawsGoodwin Investment Management sold 221 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $29K.
HawsGoodwin Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
HawsGoodwin Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.5M in Q4 2020.
1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.