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Altus Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Altus Wealth Group’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
Q2 		– Sell
-486
Closed -$64K – 152
2021
Q1 		$64K Hold
486
– – 0.06% 119
2020
Q4 		$67K Buy
+486
New +$66.2K 0.06% 176

Other funds holding LQD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Altus Wealth Group's LQD Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 486 shares — an estimated $64K sold.

Altus Wealth Group first reported a position in LQD in Q4 2020 and held it in 2 quarters. The position peaked at $67K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Altus Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 486 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $64K.
  • Altus Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $67K in Q4 2020.
  • 1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.