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

Avondale 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
-470
Closed -$65K – 103
2020
Q4 		$65K Hold
470
– – 0.08% 44
2020
Q3 		$63K Buy
+470
New +$64.1K 0.1% 33

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AIMU
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Avondale Wealth Management's LQD Position: Q1 2021 in Review

Avondale Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 470 shares — an estimated $65K sold.

Avondale Wealth Management first reported a position in LQD in Q3 2020 and held it in 2 quarters. The position peaked at $65K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Avondale Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Avondale Wealth Management sold 470 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $65K.
  • Avondale Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Avondale Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $65K in Q4 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Avondale Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.