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

Transform 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
2021 Q2	–	Sell	-1,587	Closed	-$206K	–	227
2021 Q1	$206K	Buy	1,587 +30	+2%	+$3.99K	0.04%	192
2020 Q4	$215K	Sell	1,557 -12	-0.8%	-$1.63K	0.05%	191
2020 Q3	$211K	Sell	1,569 -1,673	-52%	-$228K	0.03%	203
2020 Q2	$436K	Buy	3,242 +603	+23%	+$78.4K	0.07%	157
2020 Q1	$326K	Buy	+2,639	New	+$336K	0.07%	166

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

FRBONY

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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Transform Wealth's LQD Position: Q2 2021 in Review

Transform Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 1,587 shares — an estimated $206K sold.

Transform Wealth first reported a position in LQD in Q1 2020 and held it in 5 quarters. The position peaked at $436K in Q2 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Transform Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Transform Wealth sold 1,587 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $206K.
Transform Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Transform Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $436K in Q2 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Transform Wealth's 13F filing for Q2 2021, filed 20 Jul 2021.