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

Vontobel Swiss 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
2021 Q2	$427K	Buy	3,199 +366	+13%	+$48.2K	0.22%	57
2021 Q1	$368K	Sell	2,833 -30	-1%	-$3.99K	0.21%	59
2020 Q4	$395K	Buy	2,863 +352	+14%	+$47.9K	0.22%	49
2020 Q3	$338K	Buy	2,511 +360	+17%	+$49.1K	0.24%	48
2020 Q2	$289K	Sell	2,151 -2,865	-57%	-$373K	0.19%	64
2020 Q1	$620K	Sell	5,016 -1,540	-23%	-$196K	0.47%	47
2019 Q4	$839K	Sell	6,556 -10,250	-61%	-$1.31M	0.55%	47
2019 Q3	$2.14M	Sell	16,806 -4,500	-21%	-$567K	1.38%	29
2019 Q2	$2.65M	Buy	+21,306	New	+$2.56M	1.42%	29

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

Vontobel Swiss Wealth Advisors's LQD Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q2 2021, buying an estimated $48.2K and bringing the position to 3,199 shares worth $427K. The position accounts for 0.22% of the portfolio, ranked #57.

Vontobel Swiss Wealth Advisors first reported a position in LQD in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.65M in Q2 2019. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Vontobel Swiss Wealth Advisors held 3,199 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $427K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 366 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $48.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #57 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 9 quarters since.
Vontobel Swiss Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.65M in Q2 2019.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.