Wealth Enhancement & Preservation of GA’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealth Enhancement & Preservation of GA’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	–	Sell	-19,475	Closed	-$2.56M	–	57
2021 Q1	$2.56M	Buy	19,475 +1,271	+7%	+$169K	1.97%	13
2020 Q4	$2.52M	Sell	18,204 -13,796	-43%	-$1.88M	2.17%	16
2020 Q3	$4.32M	Buy	+32,000	New	+$4.36M	4.45%	9

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 $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Wealth Enhancement & Preservation of GA's LQD Position: Q2 2021 in Review

Wealth Enhancement & Preservation of GA sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 19,475 shares — an estimated $2.56M sold.

Wealth Enhancement & Preservation of GA first reported a position in LQD in Q3 2020 and held it in 3 quarters. The position peaked at $4.32M in Q3 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Wealth Enhancement & Preservation of GA reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealth Enhancement & Preservation of GA sold 19,475 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2.56M.
Wealth Enhancement & Preservation of GA first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
Wealth Enhancement & Preservation of GA's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.32M in Q3 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2021, filed 22 Jul 2021.