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

Keudell/Morrison 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	-1,804	Closed	-$239K	–	192
2021 Q4	$239K	Sell	1,804 -1,540	-46%	-$205K	0.09%	165
2021 Q3	$445K	Sell	3,344 -250	-7%	-$33.8K	0.19%	111
2021 Q2	$483K	Sell	3,594 -700	-16%	-$92.3K	0.26%	98
2021 Q1	$558K	Sell	4,294 -2,060	-32%	-$274K	0.32%	90
2020 Q4	$878K	Buy	6,354 +4	+0.1%	+$545	0.56%	59
2020 Q3	$855K	Hold	6,350	–	–	0.55%	52
2020 Q2	$854K	Sell	6,350 -8,808	-58%	-$1.15M	0.71%	46
2020 Q1	$1.87M	Buy	+15,158	New	+$1.93M	1.83%	10

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

Keudell/Morrison Wealth Management's LQD Position: Q1 2022 in Review

Keudell/Morrison Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 1,804 shares — an estimated $239K sold.

Keudell/Morrison Wealth Management first reported a position in LQD in Q1 2020 and held it in 8 quarters. The position peaked at $1.87M in Q1 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Keudell/Morrison Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 1,804 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $239K.
Keudell/Morrison Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Keudell/Morrison Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.87M in Q1 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.