RPGK
LQD icon

Retirement Planning Group (Kansas)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		– Sell
-163,949
Closed -$21M – 65
2019
Q4 		$21M Sell
163,949
-124,251
-43% -$15.8M 4.18% 9
2019
Q3 		$36.7M Buy
+288,200
New +$36.3M 7.78% 6

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Retirement Planning Group (Kansas)'s LQD Position: Q1 2020 in Review

Retirement Planning Group (Kansas) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 163,949 shares — an estimated $21M sold.

Retirement Planning Group (Kansas) first reported a position in LQD in Q3 2019 and held it in 2 quarters. The position peaked at $36.7M in Q3 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

  • Retirement Planning Group (Kansas) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 163,949 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $21M.
  • Retirement Planning Group (Kansas) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $36.7M in Q3 2019.
  • 931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2020, filed 5 May 2020.