Capital Advisory Group Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capital Advisory Group Advisory 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	-18	Closed	-$2K	–	542
2020 Q3	$2K	Buy	+18	New	+$2.45K	﹤0.01%	447
2020 Q2	–	Sell	-72	Closed	-$9K	–	493
2020 Q1	$9K	Hold	72	–	–	0.01%	242
2019 Q4	$9K	Hold	72	–	–	﹤0.01%	160
2019 Q3	$9K	Buy	+72	New	+$9.07K	0.01%	293
2018 Q4	–	Sell	-18	Closed	-$2K	–	410
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	334
2018 Q2	$2K	Sell	18 -10	-36%	-$1.15K	﹤0.01%	318
2018 Q1	$3K	Buy	+28	New	+$3.31K	﹤0.01%	301

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

Capital Advisory Group Advisory Services's LQD Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 18 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in LQD in Q1 2018 and held it in 7 quarters. The position peaked at $9K in Q1 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9K in Q1 2020.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.