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

Torch Wealth Management’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
2019 Q4	$229K	Sell	1,791 -164	-8%	-$20.9K	0.13%	104
2019 Q3	$249K	Buy	1,955 +70	+4%	+$8.82K	0.15%	94
2019 Q2	$234K	Sell	1,885 -200	-10%	-$24K	0.14%	96
2019 Q1	$248K	Hold	2,085	–	–	0.15%	94
2018 Q4	$235K	Sell	2,085 -1,174	-36%	-$132K	0.17%	86
2018 Q3	$375K	Sell	3,259 -25	-0.8%	-$2.88K	0.22%	81
2018 Q2	$376K	Buy	3,284 +82	+3%	+$9.44K	0.24%	77
2018 Q1	$376K	Sell	3,202 -118	-4%	-$13.9K	0.24%	81
2017 Q4	$404K	Sell	3,320 -25	-0.7%	-$3.02K	0.25%	81
2017 Q3	$406K	Hold	3,345	–	–	0.27%	78
2017 Q2	$403K	Hold	3,345	–	–	0.28%	75
2017 Q1	$394K	Hold	3,345	–	–	0.26%	79
2016 Q4	$392K	Hold	3,345	–	–	0.28%	76
2016 Q3	$412K	Buy	3,345 +25	+0.8%	+$3.08K	0.3%	73
2016 Q2	$407K	Hold	3,320	–	–	0.3%	75
2016 Q1	$394K	Hold	3,320	–	–	0.3%	71
2015 Q4	$379K	Sell	3,320 -500	-13%	-$57.8K	0.28%	76
2015 Q3	$443K	Hold	3,820	–	–	0.34%	65
2015 Q2	$442K	Buy	+3,820	New	+$453K	0.31%	71
2014 Q3	–	Sell	-175	Closed	-$21K	–	181
2014 Q2	$21K	Hold	175	–	–	0.01%	202
2014 Q1	$20K	Buy	175 +40	+30%	+$4.64K	0.01%	211
2013 Q4	$15K	Buy	+135	New	+$15.4K	0.01%	203

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Torch Wealth Management's LQD Position: Q4 2019 in Review

Torch Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.4% in Q4 2019, selling an estimated $20.9K and leaving 1,791 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #104.

Torch Wealth Management first reported a position in LQD in Q4 2013 and has held it in 22 quarters since. The position peaked at $443K in Q3 2015. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Torch Wealth Management held 1,791 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $229K as of Q4 2019.
Torch Wealth Management sold 164 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $20.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Torch Wealth Management's portfolio in Q4 2019, its #104 holding.
Torch Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 22 quarters since.
Torch Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $443K in Q3 2015.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.