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

Minot 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
2022 Q1	–	Sell	-12,519	Closed	-$1.66M	–	217
2021 Q4	$1.66M	Buy	12,519 +29	+0.2%	+$3.85K	0.32%	73
2021 Q3	$1.66M	Sell	12,490 -560	-4%	-$75.7K	0.36%	69
2021 Q2	$1.75M	Sell	13,050 -4,580	-26%	-$604K	0.38%	66
2021 Q1	$2.29M	Sell	17,630 -4,020	-19%	-$535K	0.59%	53
2020 Q4	$2.99M	Buy	21,650 +5,170	+31%	+$704K	0.89%	44
2020 Q3	$2.22M	Buy	16,480 +7,400	+81%	+$1.01M	0.84%	51
2020 Q2	$1.22M	Buy	9,080 +25	+0.3%	+$3.25K	0.61%	58
2020 Q1	$1.12M	Sell	9,055 -2,560	-22%	-$326K	0.8%	45
2019 Q4	$1.51M	Buy	+11,615	New	+$1.48M	0.69%	48

Other funds holding LQD

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

MYLI

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Minot Wealth Management's LQD Position: Q1 2022 in Review

Minot Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 12,519 shares — an estimated $1.66M sold.

Minot Wealth Management first reported a position in LQD in Q4 2019 and held it in 9 quarters. The position peaked at $2.99M in Q4 2020. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Minot Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Minot Wealth Management sold 12,519 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1.66M.
Minot Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Minot Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.99M in Q4 2020.
1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.