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CCG Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CCG Wealth Management’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
2019
Q4 		– Sell
-1,621
Closed -$207K – 102
2019
Q3 		$207K Hold
1,621
– – 0.14% 80
2019
Q2 		$202K Sell
1,621
-363
-18% -$43.6K 0.14% 69
2019
Q1 		$236K Buy
+1,984
New +$230K 0.19% 59

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

CCG Wealth Management's LQD Position: Q4 2019 in Review

CCG Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 1,621 shares — an estimated $207K sold.

CCG Wealth Management first reported a position in LQD in Q1 2019 and held it in 3 quarters. The position peaked at $236K in Q1 2019. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

  • CCG Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • CCG Wealth Management sold 1,621 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $207K.
  • CCG Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • CCG Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $236K in Q1 2019.
  • 937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on CCG Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.