New England Investment & Retirement Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

New England Investment & Retirement Group’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 Q3	$531K	Sell	3,988 -447	-10%	-$60.4K	0.12%	67
2021 Q2	$596K	Sell	4,435 -4,067	-48%	-$536K	0.13%	69
2021 Q1	$1.11M	Sell	8,502 -82,959	-91%	-$11M	0.27%	54
2020 Q4	$12.6M	Sell	91,461 -16,616	-15%	-$2.26M	2.94%	11
2020 Q3	$14.6M	Buy	108,077 +2,141	+2%	+$292K	3.67%	10
2020 Q2	$14.2M	Buy	+105,936	New	+$13.8M	3.58%	8
2017 Q2	–	Sell	-3,662	Closed	-$432K	–	53
2017 Q1	$432K	Buy	+3,662	New	+$430K	0.24%	44

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

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

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

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

MYLI

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

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

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

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

New England Investment & Retirement Group's LQD Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q3 2021, selling an estimated $60.4K and leaving 3,988 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #67.

New England Investment & Retirement Group first reported a position in LQD in Q1 2017 and has held it in 7 quarters since. The position peaked at $14.6M in Q3 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

New England Investment & Retirement Group held 3,988 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $531K as of Q3 2021.
New England Investment & Retirement Group sold 447 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $60.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of New England Investment & Retirement Group's portfolio in Q3 2021, its #67 holding.
New England Investment & Retirement Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 7 quarters since.
New England Investment & Retirement Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.6M in Q3 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.