Nationwide Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Nationwide Asset 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 Q3	$1.33M	Hold	13,030	–	–	5.3%	3
2023 Q2	$1.4M	Hold	13,030	–	–	4.04%	4
2023 Q1	$1.42M	Sell	13,030 -538,000	-98%	-$58.3M	4.37%	4
2022 Q4	$58.5M	Buy	551,030 +538,000	+4,129%	+$56.3M	56.8%	1
2022 Q3	$1.34M	Hold	13,030	–	–	2.26%	6
2022 Q2	$1.43M	Hold	13,030	–	–	1.87%	6
2022 Q1	$1.58M	Hold	13,030	–	–	1.11%	9
2021 Q4	$1.73M	Hold	13,030	–	–	1.01%	8
2021 Q3	$1.74K	Hold	13,030	–	–	0.02%	9
2021 Q2	$1.75M	Buy	13,030 +2,760	+27%	+$364K	0.96%	17
2021 Q1	$1.33M	Hold	10,270	–	–	0.93%	8
2020 Q4	$1.42M	Hold	10,270	–	–	0.82%	9
2020 Q3	$1.38M	Buy	10,270 +3,700	+56%	+$504K	0.91%	8
2020 Q2	$881K	Hold	6,570	–	–	0.55%	8
2020 Q1	$814K	Sell	6,570 -2,400	-27%	-$306K	1.14%	6
2019 Q4	$1.15M	Buy	+8,970	New	+$1.14M	0.96%	7

Other funds holding LQD

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

MYLI

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

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

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

AIMU

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nationwide Asset Management's LQD Position: Q3 2023 in Review

Nationwide Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2023 at 13,030 shares worth $1.33M. The position accounts for 5.3% of the portfolio, ranked #3.

Nationwide Asset Management first reported a position in LQD in Q4 2019 and has held it in 16 quarters since. The position peaked at $58.5M in Q4 2022. 1,029 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Nationwide Asset Management held 13,030 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.33M as of Q3 2023.
Nationwide Asset Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2023.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 5.3% of Nationwide Asset Management's portfolio in Q3 2023, its #3 holding.
Nationwide Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
Nationwide Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $58.5M in Q4 2022.
1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Nationwide Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.