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

JGP 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 Q1	–	Sell	-104,572	Closed	-$13.4M	–	132
2019 Q4	$13.4M	Buy	104,572 +3,395	+3%	+$432K	3.96%	2
2019 Q3	$12.9M	Buy	101,177 +2,816	+3%	+$355K	4.46%	1
2019 Q2	$12.2M	Buy	98,361 +1,567	+2%	+$188K	4.33%	1
2019 Q1	$11.5M	Buy	96,794 +23,983	+33%	+$2.78M	4.36%	1
2018 Q4	$8.21M	Sell	72,811 -15,548	-18%	-$1.75M	3.4%	2
2018 Q3	$10.2M	Buy	88,359 +3,103	+4%	+$358K	4.06%	2
2018 Q2	$9.77M	Buy	+85,256	New	+$9.82M	4.08%	2

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JGP Wealth Management's LQD Position: Q1 2020 in Review

JGP Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 104,572 shares — an estimated $13.4M sold.

JGP Wealth Management first reported a position in LQD in Q2 2018 and held it in 7 quarters. The position peaked at $13.4M in Q4 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

JGP Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
JGP Wealth Management sold 104,572 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $13.4M.
JGP Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 7 quarters.
JGP Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.4M in Q4 2019.
931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on JGP Wealth Management's 13F filing for Q1 2020, filed 14 Apr 2020.