MWP
LQD icon

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

Meridian Wealth Partners’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
Q3 		– Sell
-305
Closed -$41K – 220
2020
Q2 		$41K Sell
305
-188
-38% -$24.4K 0.02% 139
2020
Q1 		$61K Buy
493
+77
+19% +$9.81K 0.04% 110
2019
Q4 		$53K Buy
+416
New +$53K 0.03% 131

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Meridian Wealth Partners's LQD Position: Q3 2020 in Review

Meridian Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 305 shares — an estimated $41K sold.

Meridian Wealth Partners first reported a position in LQD in Q4 2019 and held it in 3 quarters. The position peaked at $61K in Q1 2020. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • Meridian Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Partners sold 305 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $41K.
  • Meridian Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Meridian Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $61K in Q1 2020.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Meridian Wealth Partners's 13F filing for Q3 2020, filed 12 Nov 2020.