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

Janiczek Wealth 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
2022 Q1	–	Sell	-459	Closed	-$61K	–	1027
2021 Q4	$61K	Buy	+459	New	+$61K	0.02%	274
2019 Q4	–	Sell	-333	Closed	-$42K	–	161
2019 Q3	$42K	Hold	333	–	–	0.02%	72
2019 Q2	$41K	Hold	333	–	–	0.02%	73
2019 Q1	$40K	Hold	333	–	–	0.02%	79
2018 Q4	$38K	Hold	333	–	–	0.02%	82
2018 Q3	$38K	Hold	333	–	–	0.02%	71
2018 Q2	$38K	Buy	+333	New	+$38.3K	0.02%	73
2018 Q1	–	Sell	-1,704	Closed	-$207K	–	39
2017 Q4	$207K	Hold	1,704	–	–	0.11%	37
2017 Q3	$207K	Sell	1,704 -1,695	-50%	-$205K	0.11%	35
2017 Q2	$410K	Sell	3,399 -3,895	-53%	-$466K	0.24%	21
2017 Q1	$860K	Sell	7,294 -107,754	-94%	-$12.7M	0.49%	13
2016 Q4	$13.5M	Buy	+115,048	New	+$13.7M	6.02%	3

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Janiczek Wealth Management's LQD Position: Q1 2022 in Review

Janiczek Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 459 shares — an estimated $61K sold.

Janiczek Wealth Management first reported a position in LQD in Q4 2016 and held it in 12 quarters. The position peaked at $13.5M in Q4 2016. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Janiczek Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Janiczek Wealth Management sold 459 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $61K.
Janiczek Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 12 quarters.
Janiczek Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.5M in Q4 2016.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.