Northeast Financial Consultants’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Northeast Financial Consultants’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	-3,011	Closed	-$392K	–	356
2021 Q1	$392K	Hold	3,011	–	–	0.03%	236
2020 Q4	$416K	Hold	3,011	–	–	0.03%	220
2020 Q3	$406K	Hold	3,011	–	–	0.04%	196
2020 Q2	$405K	Buy	+3,011	New	+$392K	0.04%	187

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

Northeast Financial Consultants's LQD Position: Q2 2021 in Review

Northeast Financial Consultants sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 3,011 shares — an estimated $392K sold.

Northeast Financial Consultants first reported a position in LQD in Q2 2020 and held it in 4 quarters. The position peaked at $416K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Northeast Financial Consultants reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Northeast Financial Consultants sold 3,011 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $392K.
Northeast Financial Consultants first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Northeast Financial Consultants's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $416K 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 Northeast Financial Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.