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Perkins Coie Trust Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Perkins Coie Trust Company’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
Q4 		– Sell
-67
Closed -$6.83K – 478
2023
Q3 		$6.83K Buy
+67
New +$7.07K ﹤0.01% 253
2022
Q2 		– Sell
-170
Closed -$21K – 237
2022
Q1 		$21K Buy
+170
New +$21.2K 0.01% 176

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Perkins Coie Trust Company's LQD Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 67 shares — an estimated $6.83K sold.

Perkins Coie Trust Company first reported a position in LQD in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Perkins Coie Trust Company reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 67 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $6.83K.
  • Perkins Coie Trust Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Perkins Coie Trust Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $21K in Q1 2022.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.