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DWM
Destination Wealth Management’s
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
Stock Holding History
Destination Wealth Management’s Portfolio
LQD Stock Details
LQD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-140
Closed
-$17K
–
671
2019
Q1
$17K
Buy
+140
New
+$16.2K
﹤0.01%
403
2018
Q4
–
Sell
-5
Closed
-$1K
–
631
2018
Q3
$1K
Sell
5
-119
-96%
-$13.7K
﹤0.01%
649
2018
Q2
$14K
Buy
124
+54
+77%
+$6.22K
﹤0.01%
368
2018
Q1
$8K
Buy
+70
New
+$8.27K
﹤0.01%
415
2017
Q1
–
Sell
-2,569
Closed
-$301K
–
167
2016
Q4
$301K
Sell
2,569
-2,248
-47%
-$267K
0.02%
132
2016
Q3
$593K
Sell
4,817
-1,437
-23%
-$177K
0.05%
97
2016
Q2
$768K
Buy
+6,254
New
+$750K
0.06%
91
2014
Q2
–
Sell
-1,814
Closed
-$212K
–
134
2014
Q1
$212K
Buy
+1,814
New
+$210K
0.02%
115
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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