MGO Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MGO Private Wealth’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
2023 Q2	–	Sell	-26,272	Closed	-$2.88M	–	73
2023 Q1	$2.88M	Sell	26,272 -8,633	-25%	-$935K	2.26%	12
2022 Q4	$3.68M	Buy	34,905 +26,861	+334%	+$2.81M	1.68%	20
2022 Q3	$824K	Buy	+8,044	New	+$887K	0.39%	51

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

MGO Private Wealth's LQD Position: Q2 2023 in Review

MGO Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 26,272 shares — an estimated $2.88M sold.

MGO Private Wealth first reported a position in LQD in Q3 2022 and held it in 3 quarters. The position peaked at $3.68M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

MGO Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
MGO Private Wealth sold 26,272 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $2.88M.
MGO Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
MGO Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.68M in Q4 2022.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on MGO Private Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.