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

TrueWealth 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
2021
Q2 		– Sell
-3,066
Closed -$402K – 134
2021
Q1 		$402K Buy
+3,066
New +$408K 0.26% 74

Other funds holding LQD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
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

TrueWealth Advisors's LQD Position: Q2 2021 in Review

TrueWealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 3,066 shares — an estimated $402K sold.

TrueWealth Advisors first reported a position in LQD in Q1 2021 and held it in 1 quarter. The position peaked at $402K in Q1 2021. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • TrueWealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • TrueWealth Advisors sold 3,066 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $402K.
  • TrueWealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • TrueWealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $402K in Q1 2021.
  • 1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on TrueWealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.