Professional Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Professional Planning’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	$1.51M	Sell	11,378 -1,736	-13%	-$235K	0.72%	24
2021 Q2	$1.76M	Sell	13,114 -635	-5%	-$83.7K	0.81%	26
2021 Q1	$1.79M	Sell	13,749 -1,796	-12%	-$239K	0.87%	23
2020 Q4	$2.15M	Buy	15,545 +1,626	+12%	+$221K	0.87%	23
2020 Q3	$1.88M	Buy	13,919 +1,780	+15%	+$243K	1.43%	17
2020 Q2	$1.63M	Sell	12,139 -1,769	-13%	-$230K	0.87%	22
2020 Q1	$1.61M	Buy	13,908 +840	+6%	+$107K	1.88%	17
2019 Q4	$1.67M	Buy	+13,068	New	+$1.66M	1.45%	20

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

Professional Planning's LQD Position: Q3 2021 in Review

Professional Planning reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q3 2021, selling an estimated $235K and leaving 11,378 shares worth $1.51M. The position accounts for 0.72% of the portfolio, ranked #24.

Professional Planning first reported a position in LQD in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.15M in Q4 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Professional Planning held 11,378 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.51M as of Q3 2021.
Professional Planning sold 1,736 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $235K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.72% of Professional Planning's portfolio in Q3 2021, its #24 holding.
Professional Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 8 quarters since.
Professional Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.15M in Q4 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.