MWM
LQD icon

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

MinichMacGregor 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
2019
Q1 		– Sell
-3,345
Closed -$406K – 89
2018
Q4 		$406K Buy
+3,345
New +$376K 0.28% 73
2016
Q1 		– Sell
-3
Closed – – 460
2015
Q4 		$0 Buy
+3
New +$347 ﹤0.01% 391

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

MinichMacGregor Wealth Management's LQD Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 3,345 shares — an estimated $406K sold.

MinichMacGregor Wealth Management first reported a position in LQD in Q4 2015 and held it in 2 quarters. The position peaked at $406K in Q4 2018. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,345 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $406K.
  • MinichMacGregor Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $406K in Q4 2018.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.