Hayden Royal’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hayden Royal’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	–	Sell	-1,534	Closed	-$206K	–	151
2021 Q2	$206K	Sell	1,534 -651	-30%	-$85.8K	0.11%	185
2021 Q1	$284K	Sell	2,185 -5,961	-73%	-$793K	0.16%	138
2020 Q4	$1.13M	Sell	8,146 -18,396	-69%	-$2.51M	0.61%	34
2020 Q3	$3.58M	Sell	26,542 -8,772	-25%	-$1.2M	1.9%	9
2020 Q2	$3.7M	Buy	35,314 +12,698	+56%	+$1.65M	2.08%	8
2020 Q1	$2.79M	Buy	22,616 +2,038	+10%	+$260K	1.64%	11
2019 Q4	$2.7M	Buy	20,578 +11,283	+121%	+$1.44M	1.37%	15
2019 Q3	$1.18M	Buy	9,295 +4,433	+91%	+$558K	1.04%	23
2019 Q2	$601K	Buy	4,862 +504	+12%	+$60.5K	0.64%	47
2019 Q1	$519K	Buy	4,358 +1,206	+38%	+$140K	0.68%	50
2018 Q4	$356K	Buy	+3,152	New	+$354K	0.18%	124

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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 $81.2B AUM 27.81% 1-Year Est. Return

Hayden Royal's LQD Position: Q3 2021 in Review

Hayden Royal sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 1,534 shares — an estimated $206K sold.

Hayden Royal first reported a position in LQD in Q4 2018 and held it in 11 quarters. The position peaked at $3.7M in Q2 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Hayden Royal reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 1,534 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $206K.
Hayden Royal first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Hayden Royal's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.7M in Q2 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.