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

Foresight 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
Q3 		– Sell
-1,496
Closed -$201K – 109
2020
Q2 		$201K Sell
1,496
-1,221
-45% -$159K 0.09% 91
2020
Q1 		$336K Buy
2,717
+755
+38% +$96.2K 0.23% 57
2019
Q4 		$251K Buy
+1,962
New +$250K 0.15% 81

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N
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MYLI
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Morgan Stanley
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

Foresight Wealth Management's LQD Position: Q3 2020 in Review

Foresight Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 1,496 shares — an estimated $201K sold.

Foresight Wealth Management first reported a position in LQD in Q4 2019 and held it in 3 quarters. The position peaked at $336K in Q1 2020. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • Foresight Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 1,496 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $201K.
  • Foresight Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Foresight Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $336K in Q1 2020.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Foresight Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.