Waldron Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Waldron Private Wealth’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
2019 Q2	–	Sell	-2,597	Closed	-$309K	–	255
2019 Q1	$309K	Buy	+2,597	New	+$301K	0.03%	191
2015 Q1	–	Sell	-8,310	Closed	-$992K	–	131
2014 Q4	$992K	Hold	8,310	–	–	0.41%	25
2014 Q3	$982K	Hold	8,310	–	–	0.47%	23
2014 Q2	$991K	Hold	8,310	–	–	0.46%	25
2014 Q1	$972K	Sell	8,310 -5,190	-38%	-$602K	0.47%	24
2013 Q4	$1.54M	Buy	+13,500	New	+$1.54M	0.7%	17

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waldron Private Wealth's LQD Position: Q2 2019 in Review

Waldron Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 2,597 shares — an estimated $309K sold.

Waldron Private Wealth first reported a position in LQD in Q4 2013 and held it in 6 quarters. The position peaked at $1.54M in Q4 2013. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

Waldron Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Waldron Private Wealth sold 2,597 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $309K.
Waldron Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 6 quarters.
Waldron Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.54M in Q4 2013.
811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Waldron Private Wealth's 13F filing for Q2 2019, filed 31 Jul 2019.