Ironwood Investment Counsel’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ironwood Investment Counsel’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 Q2	–	Sell	-1,885	Closed	-$207K	–	220
2023 Q1	$207K	Buy	+1,885	New	+$204K	0.05%	200
2022 Q1	–	Sell	-1,600	Closed	-$212K	–	221
2021 Q4	$212K	Hold	1,600	–	–	0.05%	198
2021 Q3	$212K	Hold	1,600	–	–	0.05%	189
2021 Q2	$214K	Hold	1,600	–	–	0.06%	190
2021 Q1	$208K	Hold	1,600	–	–	0.06%	193
2020 Q4	$221K	Hold	1,600	–	–	0.05%	195
2020 Q3	$215K	Hold	1,600	–	–	0.06%	180
2020 Q2	$215K	Sell	1,600 -405	-20%	-$52.7K	0.07%	175
2020 Q1	$247K	Hold	2,005	–	–	0.1%	141
2019 Q4	$256K	Hold	2,005	–	–	0.09%	149
2019 Q3	$255K	Hold	2,005	–	–	0.09%	145
2019 Q2	$249K	Buy	+2,005	New	+$241K	0.09%	143
2018 Q2	–	Sell	-2,201	Closed	-$258K	–	141
2018 Q1	$258K	Buy	2,201 +445	+25%	+$52.6K	0.11%	115
2017 Q4	$213K	Buy	+1,756	New	+$212K	0.08%	139
2016 Q4	–	Sell	-1,840	Closed	-$227K	–	159
2016 Q3	$227K	Buy	+1,840	New	+$227K	0.11%	137

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AIMU

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

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

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

MYLI

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

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

Ironwood Investment Counsel's LQD Position: Q2 2023 in Review

Ironwood Investment Counsel sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 1,885 shares — an estimated $207K sold.

Ironwood Investment Counsel first reported a position in LQD in Q3 2016 and held it in 15 quarters. The position peaked at $258K in Q1 2018. 1,011 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Ironwood Investment Counsel reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Ironwood Investment Counsel sold 1,885 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $207K.
Ironwood Investment Counsel first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 15 quarters.
Ironwood Investment Counsel's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $258K in Q1 2018.
1,011 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Ironwood Investment Counsel's 13F filing for Q2 2023, filed 8 Aug 2023.