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

Focused 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
2021 Q3	–	Sell	-20	Closed	-$3K	–	1054
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	789
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	776
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	708
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	673
2020 Q2	$3K	Hold	20	–	–	﹤0.01%	643
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	612
2019 Q4	$3K	Hold	20	–	–	﹤0.01%	622
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	612
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	665
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	620
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	617
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	584
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	579
2018 Q1	$2K	Sell	20 -500	-96%	-$59.1K	﹤0.01%	622
2017 Q4	$63K	Hold	520	–	–	0.02%	277
2017 Q3	$63K	Buy	520 +500	+2,500%	+$60.4K	0.02%	210
2017 Q2	$2K	Sell	20 -37	-65%	-$4.42K	﹤0.01%	631
2017 Q1	$7K	Hold	57	–	–	﹤0.01%	505
2016 Q4	$7K	Hold	57	–	–	﹤0.01%	505
2016 Q3	$7K	Hold	57	–	–	﹤0.01%	491
2016 Q2	$7K	Hold	57	–	–	﹤0.01%	479
2016 Q1	$7K	Hold	57	–	–	﹤0.01%	442
2015 Q4	$6K	Hold	57	–	–	﹤0.01%	484
2015 Q3	$7K	Hold	57	–	–	﹤0.01%	450
2015 Q2	$7K	Hold	57	–	–	﹤0.01%	459
2015 Q1	$7K	Hold	57	–	–	﹤0.01%	479
2014 Q4	$7K	Hold	57	–	–	0.01%	471
2014 Q3	$7K	Hold	57	–	–	0.01%	476
2014 Q2	$7K	Hold	57	–	–	0.01%	471
2014 Q1	$7K	Hold	57	–	–	0.01%	444
2013 Q4	$7K	Sell	57 -221	-79%	-$25.2K	0.01%	441
2013 Q3	$32K	Buy	+278	New	+$31.5K	0.03%	209

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focused Wealth Management's LQD Position: Q3 2021 in Review

Focused Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 20 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in LQD in Q3 2013 and held it in 32 quarters. The position peaked at $63K in Q4 2017. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Focused Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Focused Wealth Management sold 20 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $3K.
Focused Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 32 quarters.
Focused Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $63K in Q4 2017.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.