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

Sugarloaf Wealth 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 Q4	–	Sell	-118	Closed	-$13K	–	830
2022 Q3	$13K	Hold	118	–	–	﹤0.01%	481
2022 Q2	$13K	Sell	118 -803	-87%	-$90.7K	﹤0.01%	482
2022 Q1	$111K	Buy	921 +3	+0.3%	+$374	0.03%	179
2021 Q4	$122K	Buy	918 +6	+0.7%	+$797	0.03%	174
2021 Q3	$121K	Buy	912 +4	+0.4%	+$541	0.03%	171
2021 Q2	$122K	Sell	908 -891	-50%	-$117K	0.03%	164
2021 Q1	$117	Buy	1,799 +849	+89%	+$113K	0.03%	165
2020 Q4	$131K	Buy	950 +7	+0.7%	+$953	0.04%	150
2020 Q3	$127K	Buy	943 +5	+0.5%	+$682	0.05%	142
2020 Q2	$126K	Buy	938 +6	+0.6%	+$780	0.05%	143
2020 Q1	$115K	Buy	932 +4	+0.4%	+$510	0.05%	143
2019 Q4	$119K	Buy	+928	New	+$118K	0.05%	158

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Sugarloaf Wealth Management's LQD Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 118 shares — an estimated $13K sold.

Sugarloaf Wealth Management first reported a position in LQD in Q4 2019 and held it in 12 quarters. The position peaked at $131K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Sugarloaf Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 118 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $13K.
Sugarloaf Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $131K in Q4 2020.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.