LFA
LQD icon

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

Legacy Financial 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
2019
Q1 		– Sell
-120
Closed -$14K – 1115
2018
Q4 		$14K Sell
120
-40
-25% -$4.5K 0.01% 484
2018
Q3 		$18K Hold
160
– – 0.01% 391
2018
Q2 		$19K Sell
160
-20
-11% -$2.3K 0.01% 393
2018
Q1 		$21K Hold
180
– – 0.01% 361
2017
Q4 		$21K Buy
+180
New +$21.8K 0.01% 357

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Legacy Financial Advisors's LQD Position: Q1 2019 in Review

Legacy Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 120 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in LQD in Q4 2017 and held it in 5 quarters. The position peaked at $21K in Q1 2018. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Legacy Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 120 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $21K in Q1 2018.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.