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

TrueWealth LLC’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 Q2	$553K	Hold	4,109	–	–	0.23%	66
2020 Q1	$508K	Sell	4,109 -156	-4%	-$19.9K	0.25%	65
2019 Q4	$546K	Hold	4,265	–	–	0.22%	71
2019 Q3	$544K	Hold	4,265	–	–	0.23%	68
2019 Q2	$530K	Hold	4,265	–	–	0.24%	69
2019 Q1	$508K	Hold	4,265	–	–	0.24%	67
2018 Q4	$481K	Sell	4,265 -112	-3%	-$12.6K	0.24%	64
2018 Q3	$503K	Sell	4,377 -69	-2%	-$7.95K	0.23%	66
2018 Q2	$509K	Sell	4,446 -206	-4%	-$23.7K	0.24%	65
2018 Q1	$546K	Buy	4,652 +172	+4%	+$20.3K	0.28%	56
2017 Q4	$545K	Buy	+4,480	New	+$542K	0.26%	63

Other funds holding LQD

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrueWealth LLC's LQD Position: Q2 2020 in Review

TrueWealth LLC held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2020 at 4,109 shares worth $553K. The position accounts for 0.23% of the portfolio, ranked #66.

TrueWealth LLC first reported a position in LQD in Q4 2017 and has held it in 11 quarters since. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

TrueWealth LLC held 4,109 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $553K as of Q2 2020.
TrueWealth LLC left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2020.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of TrueWealth LLC's portfolio in Q2 2020, its #66 holding.
TrueWealth LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 11 quarters since.
1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.