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

WealthPlan Investment 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
2023
Q1 		– Sell
-4,690
Closed -$507K – 513
2022
Q4 		$507K Sell
4,690
-309
-6% -$32.3K 0.04% 253
2022
Q3 		$550K Buy
+4,999
New +$551K 0.04% 233
2022
Q1 		$1M Buy
+8,929
New +$1.11M 0.07% 171

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

WealthPlan Investment Management's LQD Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 4,690 shares — an estimated $507K sold.

WealthPlan Investment Management first reported a position in LQD in Q1 2022 and held it in 3 quarters. The position peaked at $1M in Q1 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,690 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $507K.
  • WealthPlan Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1M in Q1 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.