KL
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KWMG LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

KWMG LLC’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
Q2 		– Sell
-28
Closed -$3K – 298
2019
Q1 		$3K Buy
28
+18
+180% +$2.08K ﹤0.01% 405
2018
Q4 		$1K Hold
10
– – ﹤0.01% 457
2018
Q3 		$1K Buy
+10
New +$1.15K ﹤0.01% 447

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWMG LLC's LQD Position: Q2 2019 in Review

KWMG LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 28 shares — an estimated $3K sold.

KWMG LLC first reported a position in LQD in Q3 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

  • KWMG LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 28 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $3K.
  • KWMG LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and held it in 3 quarters.
  • KWMG LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3K in Q1 2019.
  • 811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.