Walled Lake Planning & Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-121	Closed	-$16K	–	226
2021 Q3	$16K	Buy	121 +1	+0.8%	+$135	0.01%	234
2021 Q2	$16K	Hold	120	–	–	0.01%	217
2021 Q1	$16K	Buy	120 +1	+0.8%	+$133	0.01%	208
2020 Q4	$16K	Buy	119 +1	+0.8%	+$136	0.01%	192
2020 Q3	$16K	Buy	118 +1	+0.9%	+$136	0.01%	188
2020 Q2	$16K	Buy	117 +1	+0.9%	+$130	0.01%	170
2020 Q1	$14K	Hold	116	–	–	0.01%	165
2019 Q4	$15K	Buy	+116	New	+$14.8K	0.01%	175

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

Walled Lake Planning & Wealth Management's LQD Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 121 shares — an estimated $16K sold.

Walled Lake Planning & Wealth Management first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $16K in Q3 2021. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 121 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $16K.
Walled Lake Planning & Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16K in Q3 2021.
1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.