TIAM2
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Tru Independence Asset Management 2’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-45
Closed -$6K – 277
2020
Q4 		$6K Buy
+45
New +$6.13K 0.01% 352

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N
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Fisher Asset Management
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MYLI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tru Independence Asset Management 2's LQD Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 45 shares — an estimated $6K sold.

Tru Independence Asset Management 2 first reported a position in LQD in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 45 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $6K.
  • Tru Independence Asset Management 2 first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6K in Q4 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.