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Caliber Wealth Management (Utah)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Caliber Wealth Management (Utah)’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
-24,709
Closed -$3.41M – 75
2020
Q4 		$3.41M Buy
+24,709
New +$3.37M 3.35% 3

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N
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Fisher Asset Management
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MYLI
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Ameriprise
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AIMU
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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caliber Wealth Management (Utah)'s LQD Position: Q1 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 24,709 shares — an estimated $3.41M sold.

Caliber Wealth Management (Utah) first reported a position in LQD in Q4 2020 and held it in 1 quarter. The position peaked at $3.41M in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 24,709 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $3.41M.
  • Caliber Wealth Management (Utah) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.41M 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 Caliber Wealth Management (Utah)'s 13F filing for Q1 2021, filed 26 Apr 2021.