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Meridian Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Meridian Wealth Advisors’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
2019
Q1 		– Sell
-215
Closed -$24K – 284
2018
Q4 		$24K Buy
+215
New +$24.2K 0.02% 339

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Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Meridian Wealth Advisors's LQD Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 215 shares — an estimated $24K sold.

Meridian Wealth Advisors first reported a position in LQD in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 215 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $24K.
  • Meridian Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $24K in Q4 2018.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.