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Wealthspire Advisors (Maryland)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealthspire Advisors (Maryland)’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 		$4.2M Buy
31,178
+19,137
+159% +$2.61M 0.15% 78
2020
Q2 		$1.62M Sell
12,041
-9,582
-44% -$1.25M 0.12% 113
2020
Q1 		$2.67M Buy
21,623
+11,005
+104% +$1.4M 0.23% 65
2019
Q4 		$1.36M Buy
10,618
+3,282
+45% +$418K 0.09% 132
2019
Q3 		$935K Sell
7,336
-382
-5% -$48.1K 0.07% 157
2019
Q2 		$960K Sell
7,718
-667
-8% -$80.1K 0.07% 144
2019
Q1 		$998K Sell
8,385
-511
-6% -$59.2K 0.08% 140
2018
Q4 		$1M Buy
8,896
+315
+4% +$35.4K 0.09% 121
2018
Q3 		$986K Sell
8,581
-4
-0% -$461 0.08% 140
2018
Q2 		$984K Sell
8,585
-802
-9% -$92.3K 0.09% 132
2018
Q1 		$1.1M Sell
9,387
-2,309
-20% -$273K 0.1% 118
2017
Q4 		$1.42M Buy
11,696
+1,357
+13% +$164K 0.14% 106
2017
Q3 		$1.25M Sell
10,339
-1,146
-10% -$138K 0.14% 110
2017
Q2 		$1.38M Buy
11,485
+11,385
+11,385% +$1.36M 0.16% 96
2017
Q1 		$12K Sell
100
-17
-15% -$2K ﹤0.01% 1269
2016
Q4 		$14K Sell
117
-36
-24% -$4.28K ﹤0.01% 1119
2016
Q3 		$19K Buy
153
+36
+31% +$4.43K ﹤0.01% 1073
2016
Q2 		$14K Sell
117
-505
-81% -$60.6K ﹤0.01% 1112
2016
Q1 		$74K Hold
622
– – 0.01% 602
2015
Q4 		$71K Buy
+622
New +$71.9K 0.01% 619

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

Wealthspire Advisors (Maryland)'s LQD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 159% in Q3 2020, buying an estimated $2.61M and bringing the position to 31,178 shares worth $4.2M. The position accounts for 0.15% of the portfolio, ranked #78.

Wealthspire Advisors (Maryland) first reported a position in LQD in Q4 2015 and has held it in 20 quarters since. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 31,178 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.2M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 19,137 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $2.61M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #78 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.