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

Parisi Gray 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
2021 Q3	–	Sell	-690	Closed	-$93K	–	356
2021 Q2	$93K	Buy	+690	New	+$91K	0.03%	217
2019 Q2	–	Sell	-31	Closed	-$4K	–	292
2019 Q1	$4K	Hold	31	–	–	﹤0.01%	473
2018 Q4	$3K	Hold	31	–	–	﹤0.01%	520
2018 Q3	$4K	Hold	31	–	–	﹤0.01%	503
2018 Q2	$4K	Hold	31	–	–	﹤0.01%	515
2018 Q1	$4K	Sell	31 -22	-42%	-$2.6K	﹤0.01%	524
2017 Q4	$6K	Buy	+53	New	+$6.41K	﹤0.01%	522

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

Parisi Gray Wealth Management's LQD Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 690 shares — an estimated $93K sold.

Parisi Gray Wealth Management first reported a position in LQD in Q4 2017 and held it in 7 quarters. The position peaked at $93K in Q2 2021. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 690 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $93K.
Parisi Gray Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $93K in Q2 2021.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.