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

McNaughton 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 Q4	–	Sell	-1,978	Closed	-$202K	–	53
2023 Q3	$202K	Sell	1,978 -12,285	-86%	-$1.3M	0.13%	53
2023 Q2	$1.54M	Sell	14,263 -10,909	-43%	-$1.18M	0.99%	23
2023 Q1	$2.76M	Sell	25,172 -382	-1%	-$41.4K	1.83%	16
2022 Q4	$2.69M	Buy	25,554 +437	+2%	+$45.7K	1.84%	15
2022 Q3	$2.57M	Buy	25,117 +635	+3%	+$70K	1.89%	17
2022 Q2	$2.69M	Buy	24,482 +170	+0.7%	+$19.2K	1.91%	18
2022 Q1	$2.94M	Buy	24,312 +551	+2%	+$68.7K	1.91%	18
2021 Q4	$3.08M	Buy	23,761 +1,325	+6%	+$176K	2%	16
2021 Q3	$2.98M	Buy	22,436 +886	+4%	+$120K	2.11%	16
2021 Q2	$2.9M	Buy	21,550 +1,622	+8%	+$214K	2.03%	16
2021 Q1	$2.59M	Buy	19,928 +1,155	+6%	+$154K	1.99%	16
2020 Q4	$2.59M	Sell	18,773 -1,033	-5%	-$141K	2.08%	16
2020 Q3	$2.67M	Buy	19,806 +271	+1%	+$36.9K	2.34%	13
2020 Q2	$2.63M	Sell	19,535 -959	-5%	-$125K	2.43%	12
2020 Q1	$2.53M	Sell	20,494 -2,085	-9%	-$266K	2.7%	12
2019 Q4	$2.89M	Buy	+22,579	New	+$2.88M	2.69%	11

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

McNaughton Wealth Management's LQD Position: Q4 2023 in Review

McNaughton Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 1,978 shares — an estimated $202K sold.

McNaughton Wealth Management first reported a position in LQD in Q4 2019 and held it in 16 quarters. The position peaked at $3.08M in Q4 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

McNaughton Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
McNaughton Wealth Management sold 1,978 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $202K.
McNaughton Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
McNaughton Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.08M in Q4 2021.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on McNaughton Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.