Burt Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Burt Wealth Advisors’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	-165	Closed	-$23K	–	243
2020 Q4	$23K	Hold	165	–	–	0.01%	232
2020 Q3	$22K	Hold	165	–	–	0.01%	236
2020 Q2	$22K	Hold	165	–	–	0.01%	224
2020 Q1	$20K	Hold	165	–	–	0.01%	227
2019 Q4	$21K	Hold	165	–	–	0.01%	235
2019 Q3	$21K	Sell	165 -62	-27%	-$7.81K	0.01%	233
2019 Q2	$28K	Hold	227	–	–	0.01%	207
2019 Q1	$27K	Hold	227	–	–	0.01%	213
2018 Q4	$26K	Buy	227 +125	+123%	+$14.1K	0.01%	213
2018 Q3	$12K	Hold	102	–	–	0.01%	281
2018 Q2	$12K	Hold	102	–	–	0.01%	273
2018 Q1	$12K	Hold	102	–	–	0.01%	279
2017 Q4	$12K	Hold	102	–	–	0.01%	265
2017 Q3	$12K	Sell	102 -202	-66%	-$24.4K	0.01%	257
2017 Q2	$36K	Buy	304 +202	+198%	+$24.1K	0.02%	214
2017 Q1	$12K	Sell	102 -202	-66%	-$23.7K	0.01%	248
2016 Q4	$36K	Hold	304	–	–	0.03%	191
2016 Q3	$37K	Hold	304	–	–	0.04%	176
2016 Q2	$37K	Hold	304	–	–	0.04%	175
2016 Q1	$36K	Hold	304	–	–	0.03%	193
2015 Q4	$34K	Hold	304	–	–	0.03%	169
2015 Q3	$35K	Hold	304	–	–	0.04%	151
2015 Q2	$35K	Sell	304 -102	-25%	-$12.1K	0.04%	164
2015 Q1	$49K	Sell	406 -102	-20%	-$12.4K	0.05%	141
2014 Q4	$62K	Buy	+508	New	+$60.5K	0.07%	125

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIMU

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burt Wealth Advisors's LQD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 165 shares — an estimated $23K sold.

Burt Wealth Advisors first reported a position in LQD in Q4 2014 and held it in 25 quarters. The position peaked at $62K in Q4 2014. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 165 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $23K.
Burt Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $62K in Q4 2014.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.