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

Obermeyer 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
2021 Q1	–	Sell	-1,510	Closed	-$209K	–	207
2020 Q4	$209K	Buy	1,510 +13	+0.9%	+$1.77K	0.01%	149
2020 Q3	$202K	Hold	1,497	–	–	0.02%	136
2020 Q2	$201K	Buy	+1,497	New	+$195K	0.02%	132
2016 Q4	–	Sell	-1,873	Closed	-$231K	–	133
2016 Q3	$231K	Hold	1,873	–	–	0.02%	118
2016 Q2	$230K	Sell	1,873 -880	-32%	-$106K	0.02%	118
2016 Q1	$327K	Buy	+2,753	New	+$316K	0.03%	96
2014 Q3	–	Sell	-1,734	Closed	-$207K	–	67
2014 Q2	$207K	Hold	1,734	–	–	0.05%	59
2014 Q1	$203K	Sell	1,734 -60	-3%	-$6.96K	0.05%	56
2013 Q4	$205K	Hold	1,794	–	–	0.05%	59
2013 Q3	$204K	Hold	1,794	–	–	0.06%	56
2013 Q2	$204K	Buy	+1,794	New	+$213K	0.06%	58

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

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

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

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

MYLI

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

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

AIMU

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

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

Obermeyer Wealth Partners's LQD Position: Q1 2021 in Review

Obermeyer Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 1,510 shares — an estimated $209K sold.

Obermeyer Wealth Partners first reported a position in LQD in Q2 2013 and held it in 11 quarters. The position peaked at $327K in Q1 2016. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Obermeyer Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Obermeyer Wealth Partners sold 1,510 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $209K.
Obermeyer Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
Obermeyer Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $327K in Q1 2016.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2021, filed 10 May 2021.