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WealthBridge Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WealthBridge Capital Management’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
-19
Closed -$2K – 543
2019
Q1 		$2K Hold
19
– – ﹤0.01% 810
2018
Q4 		$2K Buy
+19
New +$2.14K ﹤0.01% 776

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JP Morgan Chase
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BlackRock
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthBridge Capital Management's LQD Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 19 shares — an estimated $2K sold.

WealthBridge Capital Management first reported a position in LQD in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 19 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $2K.
  • WealthBridge Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2K in Q1 2019.
  • 811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.