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Piershale Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Piershale Financial 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
2022
Q1 		– Sell
-5,539
Closed -$734K – 16
2021
Q4 		$734K Buy
5,539
+706
+15% +$93.8K 0.28% 10
2021
Q3 		$643K Sell
4,833
-198,182
-98% -$26.8M 0.27% 21
2021
Q2 		$27.3M Buy
203,015
+23,056
+13% +$3.04M 10.74% 4
2021
Q1 		$23.4M Buy
179,959
+173,873
+2,857% +$23.1M 10.13% 4
2020
Q4 		$841K Sell
6,086
-38
-0.6% -$5.17K 0.4% 12
2020
Q3 		$825K Buy
+6,124
New +$835K 0.47% 7
2020
Q1 		– Sell
-6,579
Closed -$842K – 12
2019
Q4 		$842K Sell
6,579
-721
-10% -$91.8K 0.45% 8
2019
Q3 		$931K Sell
7,300
-1,043
-13% -$131K 0.53% 8
2019
Q2 		$1.04M Buy
+8,343
New +$1M 0.59% 9
2016
Q4 		– Sell
-139,612
Closed -$17.2M – 84
2016
Q3 		$17.2M Sell
139,612
-4,919
-3% -$606K 13.07% 4
2016
Q2 		$17.7M Buy
+144,531
New +$17.3M 13.15% 5
2016
Q1 		– Sell
-133
Closed -$15K – 175
2015
Q4 		$15K Buy
+133
New +$15.4K 0.01% 90
2014
Q3 		– Sell
-115,354
Closed -$13.8M – 163
2014
Q2 		$13.8M Buy
+115,354
New +$13.6M 11.25% 3
2013
Q4 		– Sell
-1,200
Closed -$136K – 153
2013
Q3 		$136K Buy
+1,200
New +$136K 0.12% 31

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Piershale Financial Group's LQD Position: Q1 2022 in Review

Piershale Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 5,539 shares — an estimated $734K sold.

Piershale Financial Group first reported a position in LQD in Q3 2013 and held it in 14 quarters. The position peaked at $27.3M in Q2 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Piershale Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Piershale Financial Group sold 5,539 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $734K.
  • Piershale Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 14 quarters.
  • Piershale Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $27.3M in Q2 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Piershale Financial Group's 13F filing for Q1 2022, filed 11 Apr 2022.