Slow Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Slow Capital’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 Q4	–	Sell	-1,500	Closed	-$200K	–	176
2021 Q3	$200K	Hold	1,500	–	–	0.04%	173
2021 Q2	$202K	Buy	+1,500	New	+$198K	0.04%	175
2021 Q1	–	Sell	-1,500	Closed	-$207K	–	175
2020 Q4	$207K	Buy	+1,500	New	+$204K	0.05%	172
2020 Q1	–	Sell	-10,100	Closed	-$1.29M	–	179
2019 Q4	$1.29M	Buy	10,100 +1,844	+22%	+$235K	0.4%	88
2019 Q3	$1.05M	Buy	8,256 +671	+9%	+$84.5K	0.37%	98
2019 Q2	$943K	Buy	+7,585	New	+$911K	0.39%	82
2018 Q2	–	Sell	-1,107	Closed	-$130K	–	166
2018 Q1	$130K	Buy	+1,107	New	+$131K	0.06%	148

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Slow Capital's LQD Position: Q4 2021 in Review

Slow Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 1,500 shares — an estimated $200K sold.

Slow Capital first reported a position in LQD in Q1 2018 and held it in 7 quarters. The position peaked at $1.29M in Q4 2019. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

Slow Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Slow Capital sold 1,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $200K.
Slow Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
Slow Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.29M in Q4 2019.
1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Slow Capital's 13F filing for Q4 2021, filed 8 Feb 2022.