Fiduciary Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-8	Closed	-$1K	–	174
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	249
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	221
2020 Q3	$1K	Buy	+8	New	+$1.09K	﹤0.01%	180
2020 Q2	–	Sell	-22,059	Closed	-$2.73M	–	40
2020 Q1	$2.73M	Buy	+22,059	New	+$2.81M	5.11%	4

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

MYLI

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

AIMU

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Fiduciary Planning's LQD Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in LQD in Q1 2020 and held it in 4 quarters. The position peaked at $2.73M in Q1 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Fiduciary Planning reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 8 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $1K.
Fiduciary Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 4 quarters.
Fiduciary Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.73M in Q1 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.