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

Edge 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
2020 Q4	–	Sell	-5,040	Closed	-$679K	–	422
2020 Q3	$679K	Hold	5,040	–	–	0.16%	63
2020 Q2	$678K	Hold	5,040	–	–	0.13%	81
2020 Q1	$629K	Buy	5,040 +1,690	+50%	+$215K	0.14%	81
2019 Q4	$429K	Hold	3,350	–	–	0.09%	108
2019 Q3	$427K	Hold	3,350	–	–	0.1%	100
2019 Q2	$417K	Sell	3,350 -92,910	-97%	-$11.2M	0.09%	106
2019 Q1	$11.5M	Sell	96,260 -2,421	-2%	-$280K	2.82%	9
2018 Q4	$11.1M	Buy	98,681 +95,431	+2,936%	+$10.7M	3.14%	9
2018 Q3	$374K	Hold	3,250	–	–	0.09%	103
2018 Q2	$372K	Buy	+3,250	New	+$374K	0.09%	108
2017 Q2	–	Sell	-2,669	Closed	-$315K	–	556
2017 Q1	$315K	Buy	+2,669	New	+$313K	0.11%	96

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

Edge Wealth Management's LQD Position: Q4 2020 in Review

Edge Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 5,040 shares — an estimated $679K sold.

Edge Wealth Management first reported a position in LQD in Q1 2017 and held it in 11 quarters. The position peaked at $11.5M in Q1 2019. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Edge Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 5,040 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $679K.
Edge Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and held it in 11 quarters.
Edge Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.5M in Q1 2019.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.