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Wealthgate Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealthgate Family Office’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
Q4 		– Sell
-107
Closed -$14K – 46
2021
Q3 		$14K Buy
+107
New +$14.5K 0.02% 41

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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Wealthgate Family Office's LQD Position: Q4 2021 in Review

Wealthgate Family Office sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 107 shares — an estimated $14K sold.

Wealthgate Family Office first reported a position in LQD in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • Wealthgate Family Office reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 107 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $14K.
  • Wealthgate Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Wealthgate Family Office's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14K in Q3 2021.
  • 1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.