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Signet Financial Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Signet Financial Management’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
-906
Closed -$120K – 847
2021
Q4 		$120K Buy
+906
New +$120K 0.02% 306
2020
Q4 		– Sell
-1,718
Closed -$234K – 243
2020
Q3 		$234K Sell
1,718
-122
-7% -$16.6K 0.05% 201
2020
Q2 		$255K Sell
1,840
-773
-30% -$101K 0.06% 191
2020
Q1 		$331K Buy
2,613
+1,001
+62% +$128K 0.08% 191
2019
Q4 		$206K Sell
1,612
-6
-0.4% -$764 0.04% 236
2019
Q3 		$203K Buy
+1,618
New +$204K 0.04% 225
2018
Q4 		– Sell
-1,354
Closed -$156K – 571
2018
Q3 		$156K Sell
1,354
-385
-22% -$44.4K 0.03% 257
2018
Q2 		$199K Sell
1,739
-86
-5% -$9.9K 0.04% 224
2018
Q1 		$214K Sell
1,825
-33
-2% -$3.9K 0.04% 200
2017
Q4 		$226K Sell
1,858
-604
-25% -$73.1K 0.04% 192
2017
Q3 		$298K Hold
2,462
– – 0.06% 165
2017
Q2 		$297K Sell
2,462
-9
-0.4% -$1.08K 0.06% 167
2017
Q1 		$291K Sell
2,471
-10
-0.4% -$1.17K 0.06% 164
2016
Q4 		$291K Sell
2,481
-595
-19% -$70.7K 0.07% 145
2016
Q3 		$379K Buy
3,076
+28
+0.9% +$3.45K 0.09% 125
2016
Q2 		$374K Sell
3,048
-191
-6% -$22.9K 0.09% 128
2016
Q1 		$385K Sell
3,239
-367
-10% -$42.2K 0.08% 131
2015
Q4 		$411K Sell
3,606
-1,993
-36% -$230K 0.08% 124
2015
Q3 		$650K Sell
5,599
-602
-10% -$69.6K 0.15% 87
2015
Q2 		$718K Sell
6,201
-321
-5% -$38K 0.17% 88
2015
Q1 		$794K Buy
6,522
+911
+16% +$110K 0.22% 83
2014
Q4 		$670K Buy
+5,611
New +$669K 0.24% 78

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Signet Financial Management's LQD Position: Q1 2022 in Review

Signet Financial Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 906 shares — an estimated $120K sold.

Signet Financial Management first reported a position in LQD in Q4 2014 and held it in 22 quarters. The position peaked at $794K in Q1 2015. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Signet Financial Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 906 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $120K.
  • Signet Financial Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 22 quarters.
  • Signet Financial Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $794K in Q1 2015.
  • 1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.