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

Executive 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	-5,855	Closed	-$746K	–	160
2019 Q3	$746K	Sell	5,855 -970	-14%	-$122K	0.11%	96
2019 Q2	$849K	Sell	6,825 -1,080	-14%	-$130K	0.12%	118
2019 Q1	$941K	Sell	7,905 -1,557	-16%	-$180K	0.17%	97
2018 Q4	$1.07M	Buy	+9,462	New	+$1.06M	0.19%	72

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Executive Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 5,855 shares — an estimated $746K sold.

Executive Wealth Management first reported a position in LQD in Q4 2018 and held it in 4 quarters. The position peaked at $1.07M in Q4 2018. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Executive Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Executive Wealth Management sold 5,855 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $746K.
Executive Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Executive Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.07M in Q4 2018.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.