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

Marks Group 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
2021
Q1 		– Sell
-3,542
Closed -$489K – 260
2020
Q4 		$489K Buy
3,542
+363
+11% +$49.4K 0.08% 175
2020
Q3 		$428K Buy
+3,179
New +$433K 0.08% 177

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marks Group Wealth Management's LQD Position: Q1 2021 in Review

Marks Group Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 3,542 shares — an estimated $489K sold.

Marks Group Wealth Management first reported a position in LQD in Q3 2020 and held it in 2 quarters. The position peaked at $489K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Marks Group Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 3,542 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $489K.
  • Marks Group Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Marks Group Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $489K in Q4 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Marks Group Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.