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

Ipswich 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 Q3	–	Sell	-13,620	Closed	-$1.83M	–	197
2021 Q2	$1.83M	Hold	13,620	–	–	0.47%	62
2021 Q1	$1.77M	Sell	13,620 -310	-2%	-$41.2K	0.5%	60
2020 Q4	$1.92M	Buy	13,930 +1,160	+9%	+$158K	0.58%	56
2020 Q3	$1.72M	Buy	12,770 +1,300	+11%	+$177K	0.55%	55
2020 Q2	$1.54M	Buy	+11,470	New	+$1.49M	0.53%	57

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

Ipswich Investment Management's LQD Position: Q3 2021 in Review

Ipswich Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 13,620 shares — an estimated $1.83M sold.

Ipswich Investment Management first reported a position in LQD in Q2 2020 and held it in 5 quarters. The position peaked at $1.92M in Q4 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Ipswich Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Ipswich Investment Management sold 13,620 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $1.83M.
Ipswich Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
Ipswich Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.92M in Q4 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Ipswich Investment Management's 13F filing for Q3 2021, filed 7 Oct 2021.