Hazlett, Burt & Watson’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hazlett, Burt & Watson’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 Q4	–	Sell	-405	Closed	-$41K	–	713
2023 Q3	$41K	Hold	405	–	–	0.03%	328
2023 Q2	$44K	Hold	405	–	–	0.03%	317
2023 Q1	$44K	Buy	405 +2	+0.5%	+$217	0.04%	297
2022 Q4	$42K	Buy	403 +5	+1%	+$523	0.04%	293
2022 Q3	$41K	Buy	398 +3	+0.8%	+$331	0.04%	283
2022 Q2	$43K	Sell	395 -403	-51%	-$45.5K	0.04%	289
2022 Q1	$96K	Buy	+798	New	+$99.5K	0.08%	214

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Hazlett, Burt & Watson's LQD Position: Q4 2023 in Review

Hazlett, Burt & Watson sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 405 shares — an estimated $41K sold.

Hazlett, Burt & Watson first reported a position in LQD in Q1 2022 and held it in 7 quarters. The position peaked at $96K in Q1 2022. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Hazlett, Burt & Watson reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 405 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $41K.
Hazlett, Burt & Watson first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Hazlett, Burt & Watson's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $96K in Q1 2022.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2023, filed 25 Jan 2024.