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

SkyOak Wealth’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
Q3 		– Sell
-1,781
Closed -$240K – 221
2020
Q2 		$240K Buy
+1,781
New +$232K 0.09% 203

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SkyOak Wealth's LQD Position: Q3 2020 in Review

SkyOak Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 1,781 shares — an estimated $240K sold.

SkyOak Wealth first reported a position in LQD in Q2 2020 and held it in 1 quarter. The position peaked at $240K in Q2 2020. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • SkyOak Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 1,781 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $240K.
  • SkyOak Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • SkyOak Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $240K in Q2 2020.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.