Legacy Wealth Partners (California)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legacy Wealth Partners (California)’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 Q1	–	Sell	-14,633	Closed	-$2.02M	–	93
2020 Q4	$2.02M	Buy	14,633 +3,950	+37%	+$538K	1.27%	17
2020 Q3	$1.44M	Sell	10,683 -29,925	-74%	-$4.08M	1.02%	19
2020 Q2	$5.46M	Buy	40,608 +20,878	+106%	+$2.71M	4.13%	5
2020 Q1	$2.44M	Sell	19,730 -772	-4%	-$98.4K	2.27%	14
2019 Q4	$2.67M	Buy	+20,502	New	+$2.61M	1.94%	16

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

MYLI

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

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

AIMU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Wealth Partners (California)'s LQD Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 14,633 shares — an estimated $2.02M sold.

Legacy Wealth Partners (California) first reported a position in LQD in Q4 2019 and held it in 5 quarters. The position peaked at $5.46M in Q2 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Legacy Wealth Partners (California) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Legacy Wealth Partners (California) sold 14,633 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $2.02M.
Legacy Wealth Partners (California) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Legacy Wealth Partners (California)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.46M in Q2 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.