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FWM
Frontier Wealth Management’s
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
Stock Holding History
Frontier Wealth Management’s Portfolio
LQD Stock Details
LQD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$242K
Sell
2,203
-219
-9%
-$24.7K
0.02%
332
2022
Q1
$281K
Hold
2,422
–
–
﹤0.01%
317
2021
Q4
$321K
Hold
2,422
–
–
0.02%
318
2021
Q3
$322K
Sell
2,422
-743
-23%
-$100K
0.02%
316
2021
Q2
$425K
Buy
3,165
+22
+0.7%
+$2.9K
0.03%
282
2021
Q1
$409K
Buy
3,143
+1,394
+80%
+$185K
0.03%
265
2020
Q4
$242K
Sell
1,749
-829
-32%
-$113K
0.02%
326
2020
Q3
$347K
Sell
2,578
-984
-28%
-$134K
0.03%
266
2020
Q2
$479K
Buy
+3,562
New
+$463K
0.04%
218
2017
Q4
–
Sell
-1,827
Closed
-$221K
–
378
2017
Q3
$221K
Sell
1,827
-785
-30%
-$94.9K
0.03%
344
2017
Q2
$315K
Sell
2,612
-9,905
-79%
-$1.18M
0.05%
286
2017
Q1
$1.48M
Buy
12,517
+7,791
+165%
+$915K
0.23%
112
2016
Q4
$554K
Sell
4,726
-10,332
-69%
-$1.23M
0.09%
204
2016
Q3
$1.85M
Buy
15,058
+10,179
+209%
+$1.25M
0.28%
90
2016
Q2
$599K
Sell
4,879
-16,363
-77%
-$1.96M
0.1%
184
2016
Q1
$2.52M
Sell
21,242
-2,705
-11%
-$311K
0.21%
65
2015
Q4
$2.73M
Buy
23,947
+11,688
+95%
+$1.35M
0.44%
60
2015
Q3
$1.42M
Sell
12,259
-16,813
-58%
-$1.94M
0.22%
105
2015
Q2
$3.36M
Sell
29,072
-113,007
-80%
-$13.4M
0.52%
44
2015
Q1
$17.3M
Buy
142,079
+111,882
+371%
+$13.6M
2.78%
5
2014
Q4
$3.61M
Buy
+30,197
New
+$3.6M
0.68%
27
Other funds holding LQD
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
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
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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