Woodard & Company Asset Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Woodard & Company Asset Management Group’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 Q4	–	Sell	-115	Closed	-$15K	–	106
2020 Q3	$15K	Sell	115 -400	-78%	-$54.5K	0.01%	82
2020 Q2	$69K	Sell	515 -80	-13%	-$10.4K	0.05%	72
2020 Q1	$73K	Buy	+595	New	+$75.8K	0.05%	65

Other funds holding LQD

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Woodard & Company Asset Management Group's LQD Position: Q4 2020 in Review

Woodard & Company Asset Management Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 115 shares — an estimated $15K sold.

Woodard & Company Asset Management Group first reported a position in LQD in Q1 2020 and held it in 3 quarters. The position peaked at $73K in Q1 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Woodard & Company Asset Management Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Woodard & Company Asset Management Group sold 115 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $15K.
Woodard & Company Asset Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
Woodard & Company Asset Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $73K in Q1 2020.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2020, filed 3 Feb 2021.