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

Highland Private 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
2019
Q3 		– Sell
-1,623
Closed -$202K – 127
2019
Q2 		$202K Buy
+1,623
New +$195K 0.06% 120

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Highland Private Wealth Management's LQD Position: Q3 2019 in Review

Highland Private Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2019, closing a stake of 1,623 shares — an estimated $202K sold.

Highland Private Wealth Management first reported a position in LQD in Q2 2019 and held it in 1 quarter. The position peaked at $202K in Q2 2019. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

  • Highland Private Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Highland Private Wealth Management sold 1,623 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $202K.
  • Highland Private Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Highland Private Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $202K in Q2 2019.
  • 831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Highland Private Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.