Northwest & Ethical Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Northwest & Ethical Investments’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
2024 Q2	–	Sell	-24,300	Closed	-$2.65M	–	507
2024 Q1	$2.65M	Sell	24,300 -19,800	-45%	-$2.15M	0.08%	229
2023 Q4	$4.88M	Sell	44,100 -1,500	-3%	-$156K	0.15%	177
2023 Q3	$4.65M	Hold	45,600	–	–	0.16%	173
2023 Q2	$4.93M	Sell	45,600 -2,400	-5%	-$260K	0.16%	172
2023 Q1	$5.26M	Hold	48,000	–	–	0.17%	167
2022 Q4	$5.06M	Sell	48,000 -1,900	-4%	-$199K	0.17%	170
2022 Q3	$5.11M	Hold	49,900	–	–	0.21%	149
2022 Q2	$5.49M	Buy	+49,900	New	+$5.63M	0.21%	142

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

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

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

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

AIMU

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwest & Ethical Investments's LQD Position: Q2 2024 in Review

Northwest & Ethical Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 24,300 shares — an estimated $2.65M sold.

Northwest & Ethical Investments first reported a position in LQD in Q2 2022 and held it in 8 quarters. The position peaked at $5.49M in Q2 2022. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Northwest & Ethical Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Northwest & Ethical Investments sold 24,300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $2.65M.
Northwest & Ethical Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Northwest & Ethical Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.49M in Q2 2022.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Northwest & Ethical Investments's 13F filing for Q2 2024, filed 14 Aug 2024.