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

Divergent 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
2019
Q1 		– Sell
-1,790
Closed -$202K – 43
2018
Q4 		$202K Sell
1,790
-7,392
-81% -$831K 0.07% 42
2018
Q3 		$1.04M Buy
+9,182
New +$1.06M 0.36% 21

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Divergent Wealth Advisors's LQD Position: Q1 2019 in Review

Divergent Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 1,790 shares — an estimated $202K sold.

Divergent Wealth Advisors first reported a position in LQD in Q3 2018 and held it in 2 quarters. The position peaked at $1.04M in Q3 2018. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Divergent Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Divergent Wealth Advisors sold 1,790 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $202K.
  • Divergent Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Divergent Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.04M in Q3 2018.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Divergent Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.