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

Carolina 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
2020
Q1 		– Sell
-350
Closed -$45K – 190
2019
Q4 		$45K Buy
+350
New +$44.6K 0.04% 69

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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Carolina Wealth Advisors's LQD Position: Q1 2020 in Review

Carolina Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 350 shares — an estimated $45K sold.

Carolina Wealth Advisors first reported a position in LQD in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

  • Carolina Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 350 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $45K.
  • Carolina Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Carolina Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $45K in Q4 2019.
  • 931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Carolina Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.