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Liberty Wealth Management’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Liberty Wealth Management’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-66
Closed -$2K – 602
2021
Q3 		$2K Buy
+66
New +$1.78K ﹤0.01% 1057

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's IG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Principal Investment Grade Corporate Active ETF (IG) in Q4 2021, closing a stake of 66 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in IG in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 11 funds tracked by Wall St. Rank hold IG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Principal Investment Grade Corporate Active ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 66 Principal Investment Grade Corporate Active ETF shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Principal Investment Grade Corporate Active ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Principal Investment Grade Corporate Active ETF position peaked at $2K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.