Johnson Midwest Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Johnson Midwest Financial’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	-32	Closed	-$3.51K	–	382
2023 Q1	$3.51K	Buy	+32	New	+$3.46K	0.01%	297
2022 Q2	–	Sell	-5	Closed	-$1K	–	311
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	269
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	284
2021 Q3	$1K	Sell	5 -445	-99%	-$60.1K	﹤0.01%	301
2021 Q2	$1K	Buy	450 +377	+516%	+$49.7K	﹤0.01%	282
2021 Q1	$9K	Sell	73 -8,377	-99%	-$1.11M	0.01%	170
2020 Q4	$1.17M	Buy	+8,450	New	+$1.15M	1.11%	8

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 $295B AUM 31.6% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

Johnson Midwest Financial's LQD Position: Q2 2023 in Review

Johnson Midwest Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 32 shares — an estimated $3.51K sold.

Johnson Midwest Financial first reported a position in LQD in Q4 2020 and held it in 7 quarters. The position peaked at $1.17M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Johnson Midwest Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Johnson Midwest Financial sold 32 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $3.51K.
Johnson Midwest Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Johnson Midwest Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.17M in Q4 2020.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Johnson Midwest Financial's 13F filing for Q2 2023, filed 20 Jul 2023.