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

KFA Private Wealth Group’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
2021 Q4	–	Sell	-1,538	Closed	-$205K	–	72
2021 Q3	$205K	Buy	1,538 +1	+0.1%	+$135	0.11%	70
2021 Q2	$207K	Buy	+1,537	New	+$203K	0.11%	70
2021 Q1	–	Sell	-1,531	Closed	-$211K	–	78
2020 Q4	$211K	Buy	1,531 +12	+0.8%	+$1.63K	0.13%	68
2020 Q3	$205K	Buy	+1,519	New	+$207K	0.15%	64

Other funds holding LQD

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

KFA Private Wealth Group's LQD Position: Q4 2021 in Review

KFA Private Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 1,538 shares — an estimated $205K sold.

KFA Private Wealth Group first reported a position in LQD in Q3 2020 and held it in 4 quarters. The position peaked at $211K in Q4 2020. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

KFA Private Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
KFA Private Wealth Group sold 1,538 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $205K.
KFA Private Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 4 quarters.
KFA Private Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $211K in Q4 2020.
1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on KFA Private Wealth Group's 13F filing for Q4 2021, filed 26 Jan 2022.