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

V Wealth 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
2020 Q3	–	Sell	-3,268	Closed	-$439K	–	263
2020 Q2	$439K	Buy	+3,268	New	+$425K	0.11%	203
2020 Q1	–	Sell	-2,168	Closed	-$276K	–	347
2019 Q4	$276K	Hold	2,168	–	–	0.1%	214
2019 Q3	$276K	Buy	2,168 +99	+5%	+$12.5K	0.1%	213
2019 Q2	$252K	Sell	2,069 -85	-4%	-$10.2K	0.1%	218
2019 Q1	$256K	Buy	+2,154	New	+$250K	0.1%	201
2017 Q3	–	Sell	-15,142	Closed	-$1.82M	–	492
2017 Q2	$1.82M	Buy	+15,142	New	+$1.81M	0.86%	31
2017 Q1	–	Sell	-13,901	Closed	-$1.63M	–	198
2016 Q4	$1.63M	Buy	+13,901	New	+$1.65M	1.19%	24

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

MYLI

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

AIMU

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

V Wealth Advisors's LQD Position: Q3 2020 in Review

V Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 3,268 shares — an estimated $439K sold.

V Wealth Advisors first reported a position in LQD in Q4 2016 and held it in 7 quarters. The position peaked at $1.82M in Q2 2017. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

V Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
V Wealth Advisors sold 3,268 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $439K.
V Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
V Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.82M in Q2 2017.
1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.