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

Atlas Private 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
2021 Q1	–	Sell	-145	Closed	-$20K	–	426
2020 Q4	$20K	Hold	145	–	–	0.01%	260
2020 Q3	$20K	Hold	145	–	–	0.02%	251
2020 Q2	$20K	Sell	145 -60	-29%	-$7.8K	0.02%	267
2020 Q1	$25K	Buy	205 +60	+41%	+$7.64K	0.02%	230
2019 Q4	$19K	Buy	+145	New	+$18.5K	0.01%	295

Other funds holding LQD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Private Wealth Management's LQD Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 145 shares — an estimated $20K sold.

Atlas Private Wealth Management first reported a position in LQD in Q4 2019 and held it in 5 quarters. The position peaked at $25K in Q1 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Atlas Private Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 145 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $20K.
Atlas Private Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $25K in Q1 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.