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

Midwest 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
-2,232
Closed -$308K – 94
2020
Q4 		$308K Buy
+2,232
New +$304K 0.28% 82

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N
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Fisher Asset Management
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MYLI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Midwest Wealth Management's LQD Position: Q1 2021 in Review

Midwest Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 2,232 shares — an estimated $308K sold.

Midwest Wealth Management first reported a position in LQD in Q4 2020 and held it in 1 quarter. The position peaked at $308K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Midwest Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Midwest Wealth Management sold 2,232 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $308K.
  • Midwest Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Midwest Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $308K 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 Midwest Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.