Avestar Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Avestar Capital’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 Q3	–	Sell	-1,555	Closed	-$209K	–	243
2020 Q2	$209K	Buy	+1,555	New	+$202K	0.09%	169
2019 Q4	–	Sell	-1,655	Closed	-$211K	–	177
2019 Q3	$211K	Buy	1,655 +100	+6%	+$12.6K	0.13%	149
2019 Q2	$192K	Hold	1,555	–	–	0.12%	112
2019 Q1	$184K	Hold	1,555	–	–	0.12%	120
2018 Q4	$174K	Hold	1,555	–	–	0.12%	110
2018 Q3	$178K	Hold	1,555	–	–	0.1%	130
2018 Q2	$177K	Buy	1,555 +5	+0.3%	+$576	0.11%	118
2018 Q1	$181K	Sell	1,550 -258	-14%	-$30.5K	0.12%	98
2017 Q4	$219K	Buy	+1,808	New	+$219K	0.16%	72

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

AIMU

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

Avestar Capital's LQD Position: Q3 2020 in Review

Avestar Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 1,555 shares — an estimated $209K sold.

Avestar Capital first reported a position in LQD in Q4 2017 and held it in 9 quarters. The position peaked at $219K in Q4 2017. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

Avestar Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Avestar Capital sold 1,555 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $209K.
Avestar Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Avestar Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $219K in Q4 2017.
1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Avestar Capital's 13F filing for Q3 2020, filed 29 Oct 2020.