Hedeker Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hedeker Wealth’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
2020 Q1	–	Sell	-34,890	Closed	-$4.46M	–	62
2019 Q4	$4.46M	Buy	34,890 +3,333	+11%	+$424K	2.39%	13
2019 Q3	$4.02M	Buy	+31,557	New	+$3.98M	2.43%	12
2016 Q4	–	Sell	-338	Closed	-$2.75K	–	151
2016 Q3	$2.75K	Sell	338 -1,602	-83%	-$197K	0.14%	70
2016 Q2	$238K	Buy	+1,940	New	+$233K	0.21%	112

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hedeker Wealth's LQD Position: Q1 2020 in Review

Hedeker Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 34,890 shares — an estimated $4.46M sold.

Hedeker Wealth first reported a position in LQD in Q2 2016 and held it in 4 quarters. The position peaked at $4.46M in Q4 2019. 929 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Hedeker Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Hedeker Wealth sold 34,890 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $4.46M.
Hedeker Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 4 quarters.
Hedeker Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.46M in Q4 2019.
929 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Hedeker Wealth's 13F filing for Q1 2020, filed 28 Apr 2020.