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

Jenkins 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
2022
Q4 		$2.44M Buy
+23,188
New +$2.43M 0.98% 15
2021
Q4 		$2.91M Buy
+23,506
New +$3.12M 0.95% 16

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jenkins Wealth's LQD Position: Q4 2022 in Review

Jenkins Wealth opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022: 23,188 shares worth $2.44M. The stake represents 0.98% of the portfolio and ranks #15 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in LQD as recently as Q4 2021.

Jenkins Wealth first reported a position in LQD in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.91M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Jenkins Wealth held 23,188 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.44M as of Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Jenkins Wealth position in Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.98% of Jenkins Wealth's portfolio in Q4 2022, its #15 holding.
  • Jenkins Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.91M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.