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

Laidlaw 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
2023
Q3 		– Sell
-3,210
Closed -$347K – 331
2023
Q2 		$347K Buy
3,210
+265
+9% +$28.7K 0.07% 243
2023
Q1 		$323K Sell
2,945
-556
-16% -$60.2K 0.07% 252
2022
Q4 		$369K Sell
3,501
-345
-9% -$36.1K 0.08% 232
2022
Q3 		$394K Sell
3,846
-581
-13% -$64K 0.09% 202
2022
Q2 		$487K Buy
4,427
+25
+0.6% +$2.82K 0.1% 200
2022
Q1 		$532K Sell
4,402
-106
-2% -$13.2K 0.09% 208
2021
Q4 		$597K Buy
+4,508
New +$599K 0.1% 201
2021
Q1 		– Sell
-6,536
Closed -$903K – 300
2020
Q4 		$903K Buy
6,536
+1,342
+26% +$183K 0.19% 133
2020
Q3 		$700K Buy
5,194
+2
+0% +$273 0.31% 89
2020
Q2 		$698K Sell
5,192
-92
-2% -$12K 0.36% 78
2020
Q1 		$653K Sell
5,284
-413
-7% -$52.6K 0.43% 71
2019
Q4 		$729K Buy
+5,697
New +$725K 0.46% 74

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laidlaw Wealth Management's LQD Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 3,210 shares — an estimated $347K sold.

Laidlaw Wealth Management first reported a position in LQD in Q4 2019 and held it in 12 quarters. The position peaked at $903K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,210 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $347K.
  • Laidlaw Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Laidlaw Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $903K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.