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

Stonehearth Capital 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
2021 Q2	–	Sell	-13,668	Closed	-$1.78M	–	67
2021 Q1	$1.78M	Buy	13,668 +139	+1%	+$18.5K	0.97%	20
2020 Q4	$1.87M	Buy	13,529 +835	+7%	+$114K	1.05%	20
2020 Q3	$1.71M	Buy	+12,694	New	+$1.73M	1.13%	20

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

WAMC

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

Stonehearth Capital Management's LQD Position: Q2 2021 in Review

Stonehearth Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 13,668 shares — an estimated $1.78M sold.

Stonehearth Capital Management first reported a position in LQD in Q3 2020 and held it in 3 quarters. The position peaked at $1.87M in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Stonehearth Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Stonehearth Capital Management sold 13,668 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $1.78M.
Stonehearth Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
Stonehearth Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.87M in Q4 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Stonehearth Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.