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

NEIRG 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 Q3	–	Sell	-51,262	Closed	-$5.54M	–	67
2023 Q2	$5.54M	Sell	51,262 -844	-2%	-$91.3K	1.02%	28
2023 Q1	$5.71M	Sell	52,106 -936	-2%	-$101K	0.99%	28
2022 Q4	$5.59M	Sell	53,042 -1,060	-2%	-$111K	1.05%	27
2022 Q3	$5.54M	Buy	+54,102	New	+$5.96M	1.11%	27
2022 Q1	–	Sell	-3,988	Closed	-$528K	–	151
2021 Q4	$528K	Buy	+3,988	New	+$530K	0.1%	86

Other funds holding LQD

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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 $56.3B AUM 17.83% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NEIRG Wealth Management's LQD Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 51,262 shares — an estimated $5.54M sold.

NEIRG Wealth Management first reported a position in LQD in Q4 2021 and held it in 5 quarters. The position peaked at $5.71M in Q1 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

NEIRG Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 51,262 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $5.54M.
NEIRG Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
NEIRG Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.71M in Q1 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.