Paragon Wealth Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Paragon Wealth Strategies’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 Q3	–	Sell	-105	Closed	-$14K	–	175
2021 Q2	$14K	Buy	+105	New	+$13.8K	﹤0.01%	161
2020 Q3	–	Sell	-124,238	Closed	-$16.7M	–	30
2020 Q2	$16.7M	Buy	+124,238	New	+$16.2M	9.47%	1
2018 Q3	–	Sell	-7,183	Closed	-$823K	–	38
2018 Q2	$823K	Buy	+7,183	New	+$827K	0.58%	24

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Paragon Wealth Strategies's LQD Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 105 shares — an estimated $14K sold.

Paragon Wealth Strategies first reported a position in LQD in Q2 2018 and held it in 3 quarters. The position peaked at $16.7M in Q2 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Paragon Wealth Strategies reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 105 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $14K.
Paragon Wealth Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
Paragon Wealth Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16.7M in Q2 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.