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

Pinnacle 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
2021
Q2 		$7.26M Buy
+54,034
New +$7.12M 0.29% 101

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

Pinnacle Wealth Advisors's LQD Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021: 54,034 shares worth $7.26M. The stake represents 0.29% of the portfolio and ranks #101 among its holdings.

1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Pinnacle Wealth Advisors held 54,034 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.26M as of Q2 2021.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.29% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #101 holding.
  • 1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.