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

Urban 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
2020 Q4	$6.03M	Buy	+43,627	New	+$5.94M	5.01%	4

Other funds holding LQD

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

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

FRBONY

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

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

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

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

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

MYLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Urban Wealth Management's LQD Position: Q4 2020 in Review

Urban Wealth Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020: 43,627 shares worth $6.03M. The stake represents 5.01% of the portfolio and ranks #4 among its holdings.

1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Urban Wealth Management held 43,627 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.03M as of Q4 2020.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Urban Wealth Management position in Q4 2020.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 5.01% of Urban Wealth Management's portfolio in Q4 2020, its #4 holding.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.