AWM
LQD icon

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

Adams 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
Q4 		– Sell
-288
Closed -$39K – 219
2020
Q3 		$39K Buy
+288
New +$39.3K 0.03% 117

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Adams Wealth Management's LQD Position: Q4 2020 in Review

Adams Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 288 shares — an estimated $39K sold.

Adams Wealth Management first reported a position in LQD in Q3 2020 and held it in 1 quarter. The position peaked at $39K in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • Adams Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 288 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $39K.
  • Adams Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $39K in Q3 2020.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.