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

Bridgeworth’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
2018
Q3 		– Sell
-70
Closed -$8K – 364
2018
Q2 		$8K Buy
+70
New +$8.06K ﹤0.01% 462

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Bridgeworth's LQD Position: Q3 2018 in Review

Bridgeworth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 70 shares — an estimated $8K sold.

Bridgeworth first reported a position in LQD in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 708 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

  • Bridgeworth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 70 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $8K.
  • Bridgeworth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8K in Q2 2018.
  • 708 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.