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

Argent 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
Q2 		$3.25M Sell
23,899
-5,624
-19% -$731K 0.54% 40
2020
Q1 		$3.65M Sell
29,523
-13,822
-32% -$1.76M 0.74% 33
2019
Q4 		$5.55M Buy
+43,345
New +$5.52M 0.93% 27

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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

Argent Wealth Management's LQD Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q2 2020, selling an estimated $731K and leaving 23,899 shares worth $3.25M. The position accounts for 0.54% of the portfolio, ranked #40.

Argent Wealth Management first reported a position in LQD in Q4 2019 and has held it in 3 quarters since. The position peaked at $5.55M in Q4 2019. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • Argent Wealth Management held 23,899 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.25M as of Q2 2020.
  • Argent Wealth Management sold 5,624 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $731K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.54% of Argent Wealth Management's portfolio in Q2 2020, its #40 holding.
  • Argent Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.55M in Q4 2019.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.