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

Kore Private Wealth’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 Q3	–	Sell	-66	Closed	-$8K	–	734
2020 Q2	$8K	Hold	66	–	–	﹤0.01%	831
2020 Q1	$8K	Sell	66 -3,023	-98%	-$385K	﹤0.01%	725
2019 Q4	$395K	Hold	3,089	–	–	0.08%	164
2019 Q3	$393K	Buy	3,089 +5	+0.2%	+$630	0.09%	148
2019 Q2	$384K	Buy	3,084 +2,878	+1,397%	+$346K	0.09%	150
2019 Q1	$25K	Hold	206	–	–	0.01%	483
2018 Q4	$23K	Buy	+206	New	+$23.2K	0.01%	471

Other funds holding LQD

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MYLI

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

AIMU

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

Kore Private Wealth's LQD Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 66 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in LQD in Q4 2018 and held it in 7 quarters. The position peaked at $395K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

Kore Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 66 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $8K.
Kore Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $395K in Q4 2019.
1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.