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Leelyn Smith’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-2
Closed -$211 – 291
2022
Q4 		$211 Hold
2
– – ﹤0.01% 445
2022
Q3 		$0 Buy
+2
New +$220 ﹤0.01% 495
2022
Q2 		– Sell
-2,186
Closed -$264K – 407
2022
Q1 		$264K Sell
2,186
-59
-3% -$7.36K 0.07% 101
2021
Q4 		$298K Sell
2,245
-282
-11% -$37.5K 0.08% 99
2021
Q3 		$336K Sell
2,527
-2
-0.1% -$270 0.1% 94
2021
Q2 		$340K Sell
2,529
-629
-20% -$82.9K 0.1% 96
2021
Q1 		$411K Sell
3,158
-22
-0.7% -$2.93K 0.12% 102
2020
Q4 		$439K Buy
3,180
+4
+0.1% +$545 0.14% 94
2020
Q3 		$428K Buy
3,176
+302
+11% +$41.2K 0.15% 92
2020
Q2 		$386K Buy
2,874
+423
+17% +$55K 0.16% 88
2020
Q1 		$303K Buy
2,451
+1,997
+440% +$254K 0.16% 91
2019
Q4 		$58 Buy
+454
New +$57.8K 0.03% 184

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Leelyn Smith's LQD Position: Q1 2023 in Review

Leelyn Smith sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 2 shares — an estimated $211 sold.

Leelyn Smith first reported a position in LQD in Q4 2019 and held it in 12 quarters. The position peaked at $439K in Q4 2020. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Leelyn Smith reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $211.
  • Leelyn Smith first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Leelyn Smith's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $439K in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.