MKD Wealth Coaches’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MKD Wealth Coaches’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 Q4	–	Sell	-2,616	Closed	-$352K	–	32
2020 Q3	$352K	Sell	2,616 -794	-23%	-$108K	0.5%	24
2020 Q2	$459K	Buy	3,410 +18	+0.5%	+$2.34K	0.58%	19
2020 Q1	$419K	Buy	3,392 +1,535	+83%	+$196K	0.56%	27
2019 Q4	$238K	Buy	1,857 +25	+1%	+$3.18K	0.2%	50
2019 Q3	$234K	Sell	1,832 -53	-3%	-$6.68K	0.24%	45
2019 Q2	$234K	Buy	1,885 +174	+10%	+$20.9K	0.21%	44
2019 Q1	$204K	Sell	1,711 -3,325	-66%	-$385K	0.21%	43
2018 Q4	$568K	Buy	+5,036	New	+$566K	0.67%	31

Other funds holding LQD

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MKD Wealth Coaches's LQD Position: Q4 2020 in Review

MKD Wealth Coaches sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 2,616 shares — an estimated $352K sold.

MKD Wealth Coaches first reported a position in LQD in Q4 2018 and held it in 8 quarters. The position peaked at $568K in Q4 2018. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

MKD Wealth Coaches reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 2,616 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $352K.
MKD Wealth Coaches first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
MKD Wealth Coaches's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $568K in Q4 2018.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.