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MYCIO Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-3
Closed – – 239
2019
Q4 		$0 Buy
+3
New +$382 ﹤0.01% 492
2016
Q3 		– Sell
-193
Closed -$24K – 949
2016
Q2 		$24K Buy
+193
New +$23.1K ﹤0.01% 432

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MYCIO Wealth Partners's LQD Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 3 shares.

MYCIO Wealth Partners first reported a position in LQD in Q2 2016 and held it in 2 quarters. The position peaked at $24K in Q2 2016. 929 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020.
  • MYCIO Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $24K in Q2 2016.
  • 929 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.