KCS Wealth Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-66	Closed	-$8.41K	–	294
2019 Q3	$8.41K	Buy	+66	New	+$8.31K	0.01%	365
2018 Q4	–	Sell	-9,115	Closed	-$1.05M	–	156
2018 Q3	$1.05M	Buy	9,115 +6,864	+305%	+$791K	0.97%	26
2018 Q2	$258K	Buy	+2,251	New	+$259K	0.24%	134

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIMU

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

KCS Wealth Advisory's LQD Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 66 shares — an estimated $8.41K sold.

KCS Wealth Advisory first reported a position in LQD in Q2 2018 and held it in 3 quarters. The position peaked at $1.05M in Q3 2018. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

KCS Wealth Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 66 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $8.41K.
KCS Wealth Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
KCS Wealth Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.05M in Q3 2018.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.