Nachman Norwood & Parrott’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.97M	Sell	14,675 -4,084	-22%	-$538K	0.2%	88
2021 Q1	$2.44M	Sell	18,759 -111	-0.6%	-$14.8K	0.27%	78
2020 Q4	$2.61M	Sell	18,870 -778	-4%	-$106K	0.3%	68
2020 Q3	$2.65M	Sell	19,648 -2,976	-13%	-$406K	0.36%	59
2020 Q2	$3.04M	Buy	22,624 +4,879	+27%	+$634K	0.5%	37
2020 Q1	$2.19M	Buy	+17,745	New	+$2.26M	0.44%	50

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FRBONY

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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Nachman Norwood & Parrott's LQD Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q2 2021, selling an estimated $538K and leaving 14,675 shares worth $1.97M. The position accounts for 0.2% of the portfolio, ranked #88.

Nachman Norwood & Parrott first reported a position in LQD in Q1 2020 and has held it in 6 quarters since. The position peaked at $3.04M in Q2 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Nachman Norwood & Parrott held 14,675 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.97M as of Q2 2021.
Nachman Norwood & Parrott sold 4,084 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $538K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #88 holding.
Nachman Norwood & Parrott first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 6 quarters since.
Nachman Norwood & Parrott's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.04M in Q2 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.