WRF
LQD icon

Waddell & Reed Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Waddell & Reed Financial’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
-99,420
Closed -$13.4M – 474
2020
Q2 		$13.4M Buy
+99,420
New +$12.9M 0.03% 358

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
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
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

Waddell & Reed Financial's LQD Position: Q3 2020 in Review

Waddell & Reed Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 99,420 shares — an estimated $13.4M sold.

Waddell & Reed Financial first reported a position in LQD in Q2 2020 and held it in 1 quarter. The position peaked at $13.4M in Q2 2020. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • Waddell & Reed Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 99,420 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $13.4M.
  • Waddell & Reed Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Waddell & Reed Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.4M in Q2 2020.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Waddell & Reed Financial's 13F filing for Q3 2020, filed 13 Nov 2020.