NewFocus Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

NewFocus Financial Group’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	$341K	Sell	2,470 -147	-6%	-$20K	0.1%	96
2020 Q3	$353K	Buy	2,617 +87	+3%	+$11.9K	0.12%	94
2020 Q2	$340K	Buy	+2,530	New	+$329K	0.12%	88
2020 Q1	–	Sell	-1,764	Closed	-$226K	–	104
2019 Q4	$226K	Buy	1,764 +136	+8%	+$17.3K	0.09%	98
2019 Q3	$208K	Sell	1,628 -24	-1%	-$3.02K	0.09%	97
2019 Q2	$205K	Buy	+1,652	New	+$198K	0.09%	91

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FRBONY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NewFocus Financial Group's LQD Position: Q4 2020 in Review

NewFocus Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.6% in Q4 2020, selling an estimated $20K and leaving 2,470 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #96.

NewFocus Financial Group first reported a position in LQD in Q2 2019 and has held it in 6 quarters since. The position peaked at $353K in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

NewFocus Financial Group held 2,470 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $341K as of Q4 2020.
NewFocus Financial Group sold 147 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $20K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of NewFocus Financial Group's portfolio in Q4 2020, its #96 holding.
NewFocus Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 6 quarters since.
NewFocus Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $353K in Q3 2020.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.