MPS Loria Financial Planners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-300	Closed	-$39K	–	376
2021 Q1	$39K	Hold	300	–	–	0.02%	183
2020 Q4	$41K	Hold	300	–	–	0.02%	177
2020 Q3	$40K	Hold	300	–	–	0.02%	157
2020 Q2	$40K	Buy	+300	New	+$39K	0.02%	157
2017 Q3	–	Sell	-300	Closed	-$36K	–	227
2017 Q2	$36K	Buy	+300	New	+$35.9K	0.02%	175

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

MYLI

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

AIMU

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

FRBONY

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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MPS Loria Financial Planners's LQD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 300 shares — an estimated $39K sold.

MPS Loria Financial Planners first reported a position in LQD in Q2 2017 and held it in 5 quarters. The position peaked at $41K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $39K.
MPS Loria Financial Planners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $41K in Q4 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.