NFP
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Novak Financial Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Novak Financial Planning’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 		$2.97M Sell
22,100
-643
-3% -$84.8K 1.45% 20
2021
Q1 		$2.96M Sell
22,743
-48
-0.2% -$6.39K 1.62% 18
2020
Q4 		$3.15M Buy
+22,791
New +$3.1M 1.85% 15

Other funds holding LQD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
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

Novak Financial Planning's LQD Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q2 2021, selling an estimated $84.8K and leaving 22,100 shares worth $2.97M. The position accounts for 1.45% of the portfolio, ranked #20.

Novak Financial Planning first reported a position in LQD in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.15M in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Novak Financial Planning held 22,100 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.97M as of Q2 2021.
  • Novak Financial Planning sold 643 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $84.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.45% of Novak Financial Planning's portfolio in Q2 2021, its #20 holding.
  • Novak Financial Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.15M 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 Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.