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Foster Victor Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Foster Victor Wealth 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
Q2 		– Sell
-28,079
Closed -$3.63M – 128
2020
Q1 		$3.63M Buy
28,079
+26,007
+1,255% +$3.31M 1.59% 22
2019
Q4 		$265K Buy
+2,072
New +$264K 0.11% 92

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster Victor Wealth Advisors's LQD Position: Q2 2020 in Review

Foster Victor Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 28,079 shares — an estimated $3.63M sold.

Foster Victor Wealth Advisors first reported a position in LQD in Q4 2019 and held it in 2 quarters. The position peaked at $3.63M in Q1 2020. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • Foster Victor Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 28,079 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $3.63M.
  • Foster Victor Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.63M in Q1 2020.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2020, filed 3 Aug 2020.