Rede Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rede Wealth’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 Q2	–	Sell	-1,981	Closed	-$240K	–	114
2022 Q1	$240K	Sell	1,981 -222	-10%	-$27.7K	0.11%	94
2021 Q4	$292K	Sell	2,203 -79	-3%	-$10.5K	0.15%	86
2021 Q3	$304K	Sell	2,282 -306	-12%	-$41.4K	0.16%	87
2021 Q2	$348K	Buy	2,588 +131	+5%	+$17.3K	0.19%	79
2021 Q1	$320K	Buy	2,457 +306	+14%	+$40.7K	0.19%	80
2020 Q4	$299K	Buy	+2,151	New	+$293K	0.2%	72

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Rede Wealth's LQD Position: Q2 2022 in Review

Rede Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,981 shares — an estimated $240K sold.

Rede Wealth first reported a position in LQD in Q4 2020 and held it in 6 quarters. The position peaked at $348K in Q2 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Rede Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Rede Wealth sold 1,981 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $240K.
Rede Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Rede Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $348K in Q2 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Rede Wealth's 13F filing for Q2 2022, filed 21 Jul 2022.