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Paces Ferry Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Paces Ferry Wealth Advisors’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 		– Sell
-244
Closed -$33K – 685
2020
Q3 		$33K Buy
+244
New +$33.3K 0.03% 265

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Envestnet Asset Management
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Ameriprise
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MYLI
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Paces Ferry Wealth Advisors's LQD Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 244 shares — an estimated $33K sold.

Paces Ferry Wealth Advisors first reported a position in LQD in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 244 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $33K.
  • Paces Ferry Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $33K 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 Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.