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

Moulton 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 Q3	–	Sell	-29,307	Closed	-$3.55M	–	15
2022 Q2	$3.55M	Hold	29,307	–	–	3.69%	8
2022 Q1	$3.55M	Sell	29,307 -215,515	-88%	-$26.9M	3.69%	8
2021 Q4	$32.1M	Buy	244,822 +15,245	+7%	+$2.03M	23.46%	1
2021 Q3	$30.7M	Buy	229,577 +129,534	+129%	+$17.5M	22.92%	1
2021 Q2	$13.4M	Sell	100,043 -38,738	-28%	-$5.11M	9.81%	1
2021 Q1	$18.2M	Sell	138,781 -91,922	-40%	-$12.2M	13.71%	1
2020 Q4	$31.2M	Buy	+230,703	New	+$31.4M	25.12%	1

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

Moulton Wealth Management's LQD Position: Q3 2022 in Review

Moulton Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 29,307 shares — an estimated $3.55M sold.

Moulton Wealth Management first reported a position in LQD in Q4 2020 and held it in 7 quarters. The position peaked at $32.1M in Q4 2021. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Moulton Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Moulton Wealth Management sold 29,307 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $3.55M.
Moulton Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Moulton Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $32.1M in Q4 2021.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Moulton Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.