Rowland Carmichael Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rowland Carmichael 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	$12K	Hold	90	–	–	﹤0.01%	349
2020 Q3	$12K	Hold	90	–	–	﹤0.01%	326
2020 Q2	$12K	Hold	90	–	–	0.01%	323
2020 Q1	$11K	Hold	90	–	–	0.01%	301
2019 Q4	$12K	Hold	90	–	–	﹤0.01%	335
2019 Q3	$11K	Hold	90	–	–	﹤0.01%	335
2019 Q2	$11K	Sell	90 -35	-28%	-$4.2K	﹤0.01%	315
2019 Q1	$15K	Hold	125	–	–	0.01%	307
2018 Q4	$14K	Hold	125	–	–	0.01%	277
2018 Q3	$14K	Hold	125	–	–	0.01%	329
2018 Q2	$14K	Hold	125	–	–	0.01%	332
2018 Q1	$15K	Sell	125 -57	-31%	-$6.73K	0.01%	294
2017 Q4	$22K	Hold	182	–	–	0.01%	297
2017 Q3	$22K	Hold	182	–	–	0.01%	276
2017 Q2	$22K	Sell	182 -5,797	-97%	-$693K	0.01%	268
2017 Q1	$705K	Buy	5,979 +5,372	+885%	+$631K	0.43%	79
2016 Q4	$71K	Sell	607 -1	-0.2%	-$119	0.04%	255
2016 Q3	$75K	Sell	608 -629	-51%	-$77.5K	0.05%	245
2016 Q2	$152K	Sell	1,237 -8	-0.6%	-$959	0.1%	223
2016 Q1	$148K	Buy	+1,245	New	+$143K	0.14%	140

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

MYLI

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

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

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

Rowland Carmichael Advisors's LQD Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2020 at 90 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Rowland Carmichael Advisors first reported a position in LQD in Q1 2016 and has held it in 20 quarters since. The position peaked at $705K in Q1 2017. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Rowland Carmichael Advisors held 90 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12K as of Q4 2020.
Rowland Carmichael Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2020.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #349 holding.
Rowland Carmichael Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $705K in Q1 2017.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.