Legacy Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legacy Advisors’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 Q2	–	Sell	-2,000	Closed	-$247K	–	106
2020 Q1	$247K	Sell	2,000 -104	-5%	-$13.3K	0.25%	78
2019 Q4	$269K	Sell	2,104 -76	-3%	-$9.68K	0.17%	110
2019 Q3	$278K	Buy	2,180 +104	+5%	+$13.1K	0.21%	88
2019 Q2	$258K	Sell	2,076 -2,076	-50%	-$249K	0.17%	95
2019 Q1	$494K	Buy	4,152 +2,029	+96%	+$235K	0.16%	107
2018 Q4	$240K	Buy	2,123 +123	+6%	+$13.8K	0.18%	101
2018 Q3	$230K	Hold	2,000	–	–	0.11%	127
2018 Q2	$229K	Hold	2,000	–	–	0.17%	86
2018 Q1	$234K	Hold	2,000	–	–	0.17%	75
2017 Q4	$243K	Hold	2,000	–	–	0.24%	50
2017 Q3	$242K	Hold	2,000	–	–	0.27%	45
2017 Q2	$241K	Hold	2,000	–	–	0.31%	38
2017 Q1	$235K	Hold	2,000	–	–	0.32%	36
2016 Q4	$234K	Buy	+2,000	New	+$238K	0.32%	37

Other funds holding LQD

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Citigroup New York $235B AUM 32.99% 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

Legacy Advisors's LQD Position: Q2 2020 in Review

Legacy Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 2,000 shares — an estimated $247K sold.

Legacy Advisors first reported a position in LQD in Q4 2016 and held it in 14 quarters. The position peaked at $494K in Q1 2019. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

Legacy Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Legacy Advisors sold 2,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $247K.
Legacy Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 14 quarters.
Legacy Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $494K in Q1 2019.
1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Legacy Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.