9WM
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9258 Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

9258 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
2020
Q1 		– Sell
-3,298
Closed -$422K – 295
2019
Q4 		$422K Sell
3,298
-286
-8% -$36.4K 0.15% 171
2019
Q3 		$457K Buy
+3,584
New +$451K 0.36% 94

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

9258 Wealth Management's LQD Position: Q1 2020 in Review

9258 Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 3,298 shares — an estimated $422K sold.

9258 Wealth Management first reported a position in LQD in Q3 2019 and held it in 2 quarters. The position peaked at $457K in Q3 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

  • 9258 Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 3,298 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $422K.
  • 9258 Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • 9258 Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $457K in Q3 2019.
  • 931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.