Laird Norton Wetherby Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Laird Norton Wetherby 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
2021 Q1	–	Sell	-2,733	Closed	-$378K	–	851
2020 Q4	$378K	Buy	+2,733	New	+$372K	0.03%	559
2015 Q3	–	Sell	-920	Closed	-$106K	–	477
2015 Q2	$106K	Buy	+920	New	+$109K	0.03%	463

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIMU

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's LQD Position: Q1 2021 in Review

Laird Norton Wetherby Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 2,733 shares — an estimated $378K sold.

Laird Norton Wetherby Wealth Management first reported a position in LQD in Q2 2015 and held it in 2 quarters. The position peaked at $378K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Laird Norton Wetherby Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,733 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $378K.
Laird Norton Wetherby Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2015 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $378K in Q4 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.