White Lighthouse Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

White Lighthouse Investment 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
2020 Q2	–	Sell	-2,743	Closed	-$339K	–	113
2020 Q1	$339K	Sell	2,743 -1,890	-41%	-$241K	0.14%	88
2019 Q4	$593K	Sell	4,633 -5,041	-52%	-$642K	0.22%	73
2019 Q3	$1.23M	Sell	9,674 -1,762	-15%	-$222K	0.5%	43
2019 Q2	$1.42M	Sell	11,436 -413	-3%	-$49.6K	0.59%	42
2019 Q1	$1.41M	Sell	11,849 -1,003	-8%	-$116K	0.65%	40
2018 Q4	$1.45M	Sell	12,852 -1,075	-8%	-$121K	0.8%	34
2018 Q3	$1.6M	Sell	13,927 -355	-2%	-$40.9K	0.82%	30
2018 Q2	$1.64M	Sell	14,282 -1,889	-12%	-$218K	0.9%	27
2018 Q1	$1.9M	Sell	16,171 -453	-3%	-$53.5K	1.09%	23
2017 Q4	$2.02M	Buy	+16,624	New	+$2.01M	1.16%	20

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

White Lighthouse Investment Management's LQD Position: Q2 2020 in Review

White Lighthouse Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 2,743 shares — an estimated $339K sold.

White Lighthouse Investment Management first reported a position in LQD in Q4 2017 and held it in 10 quarters. The position peaked at $2.02M in Q4 2017. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

White Lighthouse Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 2,743 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $339K.
White Lighthouse Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
White Lighthouse Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.02M in Q4 2017.
1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on White Lighthouse Investment Management's 13F filing for Q2 2020, filed 23 Jul 2020.