Beirne Wealth Consulting Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Beirne Wealth Consulting Services’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 Q4	–	Sell	-1,900	Closed	-$256K	–	165
2020 Q3	$256K	Sell	1,900 -150	-7%	-$20.4K	0.15%	111
2020 Q2	$276K	Sell	2,050 -72	-3%	-$9.36K	0.22%	56
2020 Q1	$262K	Sell	2,122 -124	-6%	-$15.8K	0.28%	53
2019 Q4	$287K	Sell	2,246 -157	-7%	-$20K	0.25%	66
2019 Q3	$306K	Sell	2,403 -69	-3%	-$8.69K	0.25%	96
2019 Q2	$307K	Sell	2,472 -1,920	-44%	-$231K	0.28%	95
2019 Q1	$523K	Sell	4,392 -340	-7%	-$39.4K	0.41%	74
2018 Q4	$534K	Buy	+4,732	New	+$532K	0.45%	63

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MYLI

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

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

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

Beirne Wealth Consulting Services's LQD Position: Q4 2020 in Review

Beirne Wealth Consulting Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 1,900 shares — an estimated $256K sold.

Beirne Wealth Consulting Services first reported a position in LQD in Q4 2018 and held it in 8 quarters. The position peaked at $534K in Q4 2018. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Beirne Wealth Consulting Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Beirne Wealth Consulting Services sold 1,900 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $256K.
Beirne Wealth Consulting Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
Beirne Wealth Consulting Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $534K in Q4 2018.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2020, filed 3 Feb 2021.