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

FCG 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
2020 Q3	–	Sell	-2,031	Closed	-$273K	–	197
2020 Q2	$273K	Buy	2,031 +15	+0.7%	+$1.95K	0.07%	128
2020 Q1	$249K	Buy	2,016 +159	+9%	+$20.3K	0.07%	125
2019 Q4	$238K	Buy	1,857 +18	+1%	+$2.29K	0.07%	147
2019 Q3	$234K	Buy	1,839 +134	+8%	+$16.9K	0.07%	140
2019 Q2	$212K	Sell	1,705 -18	-1%	-$2.16K	0.07%	147
2019 Q1	$205K	Buy	+1,723	New	+$200K	0.07%	144
2017 Q3	–	Sell	-4,240	Closed	-$511K	–	131
2017 Q2	$511K	Buy	+4,240	New	+$507K	0.17%	70

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

FCG Advisors's LQD Position: Q3 2020 in Review

FCG Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 2,031 shares — an estimated $273K sold.

FCG Advisors first reported a position in LQD in Q2 2017 and held it in 7 quarters. The position peaked at $511K in Q2 2017. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

FCG Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
FCG Advisors sold 2,031 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $273K.
FCG Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 7 quarters.
FCG Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $511K in Q2 2017.
1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.