LaFleur & Godfrey’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

LaFleur & Godfrey’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 Q4	–	Sell	-2,347	Closed	-$239K	–	139
2023 Q3	$239K	Hold	2,347	–	–	0.04%	110
2023 Q2	$254K	Hold	2,347	–	–	0.04%	113
2023 Q1	$257K	Hold	2,347	–	–	0.04%	112
2022 Q4	$247K	Hold	2,347	–	–	0.04%	112
2022 Q3	$240K	Hold	2,347	–	–	0.04%	112
2022 Q2	$258K	Sell	2,347 -155	-6%	-$17.5K	0.04%	113
2022 Q1	$303K	Buy	2,502 +19	+0.8%	+$2.37K	0.04%	114
2021 Q4	$329K	Hold	2,483	–	–	0.04%	111
2021 Q3	$330K	Hold	2,483	–	–	0.05%	112
2021 Q2	$334K	Buy	+2,483	New	+$327K	0.05%	106

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

AIMU

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LaFleur & Godfrey's LQD Position: Q4 2023 in Review

LaFleur & Godfrey sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 2,347 shares — an estimated $239K sold.

LaFleur & Godfrey first reported a position in LQD in Q2 2021 and held it in 10 quarters. The position peaked at $334K in Q2 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

LaFleur & Godfrey reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
LaFleur & Godfrey sold 2,347 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $239K.
LaFleur & Godfrey first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and held it in 10 quarters.
LaFleur & Godfrey's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $334K in Q2 2021.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on LaFleur & Godfrey's 13F filing for Q4 2023, filed 18 Jan 2024.