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

BNC 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
Q4 		– Sell
-115
Closed -$15K – 312
2020
Q3 		$15K Buy
+115
New +$15.7K 0.01% 264

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BNC Wealth Management's LQD Position: Q4 2020 in Review

BNC Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 115 shares — an estimated $15K sold.

BNC Wealth Management first reported a position in LQD in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • BNC Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 115 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $15K.
  • BNC Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15K in Q3 2020.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.