Samalin Investment Counsel’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Samalin Investment Counsel’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	-2,618	Closed	-$347K	–	252
2021 Q4	$347K	Sell	2,618 -6	-0.2%	-$797	0.21%	152
2021 Q3	$349K	Sell	2,624 -899	-26%	-$121K	0.23%	152
2021 Q2	$473K	Sell	3,523 -449	-11%	-$59.2K	0.31%	105
2021 Q1	$516K	Sell	3,972 -844	-18%	-$112K	0.35%	96
2020 Q4	$665K	Buy	4,816 +2,770	+135%	+$377K	0.5%	48
2020 Q3	$276K	Buy	2,046 +17	+0.8%	+$2.32K	0.25%	140
2020 Q2	$272K	Buy	+2,029	New	+$264K	0.28%	115
2020 Q1	–	Sell	-1,583	Closed	-$202K	–	366
2019 Q4	$202K	Buy	+1,583	New	+$202K	0.17%	153

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MYLI

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Samalin Investment Counsel's LQD Position: Q1 2022 in Review

Samalin Investment Counsel sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 2,618 shares — an estimated $347K sold.

Samalin Investment Counsel first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $665K in Q4 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Samalin Investment Counsel reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Samalin Investment Counsel sold 2,618 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $347K.
Samalin Investment Counsel first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Samalin Investment Counsel's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $665K in Q4 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Samalin Investment Counsel's 13F filing for Q1 2022, filed 16 May 2022.