Leicht Financial Planning & Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Leicht Financial Planning & Wealth Management’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	-3,635	Closed	-$449K	–	35
2020 Q1	$449K	Sell	3,635 -12,853	-78%	-$1.64M	0.43%	35
2019 Q4	$2.11M	Sell	16,488 -3,985	-19%	-$507K	1.92%	16
2019 Q3	$2.61M	Buy	20,473 +13,737	+204%	+$1.73M	2.49%	18
2019 Q2	$838K	Buy	+6,736	New	+$809K	0.82%	28

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

Leicht Financial Planning & Wealth Management's LQD Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 3,635 shares — an estimated $449K sold.

Leicht Financial Planning & Wealth Management first reported a position in LQD in Q2 2019 and held it in 4 quarters. The position peaked at $2.61M in Q3 2019. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 3,635 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $449K.
Leicht Financial Planning & Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.61M in Q3 2019.
1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.