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

Tiedemann 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	–	Sell	-66,800	Closed	-$9M	–	340
2020 Q3	$9M	Hold	66,800	–	–	0.43%	38
2020 Q2	$8.98M	Hold	66,800	–	–	0.48%	35
2020 Q1	$8.25M	Buy	+66,800	New	+$8.51M	0.53%	34
2018 Q1	–	Sell	-2,868	Closed	-$349K	–	268
2017 Q4	$349K	Buy	+2,868	New	+$347K	0.03%	177
2017 Q3	–	Sell	-2,632	Closed	-$317K	–	411
2017 Q2	$317K	Buy	+2,632	New	+$315K	0.02%	357

Other funds holding LQD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tiedemann Advisors's LQD Position: Q4 2020 in Review

Tiedemann Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 66,800 shares — an estimated $9M sold.

Tiedemann Advisors first reported a position in LQD in Q2 2017 and held it in 5 quarters. The position peaked at $9M in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Tiedemann Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Tiedemann Advisors sold 66,800 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $9M.
Tiedemann Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 5 quarters.
Tiedemann Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9M in Q3 2020.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.