MWM
LQD icon

Madison Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Madison 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
Q4 		– Sell
-4,490
Closed -$605K – 143
2020
Q3 		$605K Hold
4,490
– – 0.18% 87
2020
Q2 		$604K Hold
4,490
– – 0.2% 82
2020
Q1 		$555K Buy
+4,490
New +$572K 0.22% 81

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Madison Wealth Management's LQD Position: Q4 2020 in Review

Madison Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 4,490 shares — an estimated $605K sold.

Madison Wealth Management first reported a position in LQD in Q1 2020 and held it in 3 quarters. The position peaked at $605K in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • Madison Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Madison Wealth Management sold 4,490 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $605K.
  • Madison Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Madison Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $605K in Q3 2020.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Madison Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.