YorkBridge Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-225	Closed	-$28K	–	452
2019 Q2	$28K	Hold	225	–	–	0.01%	426
2019 Q1	$27K	Hold	225	–	–	0.01%	424
2018 Q4	$25K	Hold	225	–	–	0.01%	411
2018 Q3	$26K	Hold	225	–	–	0.01%	463
2018 Q2	$26K	Hold	225	–	–	0.01%	463
2018 Q1	$26K	Hold	225	–	–	0.01%	460
2017 Q4	$27K	Sell	225 -20	-8%	-$2.42K	0.01%	451
2017 Q3	$30K	Hold	245	–	–	0.02%	440
2017 Q2	$29K	Hold	245	–	–	0.02%	444
2017 Q1	$29K	Sell	245 -212	-46%	-$24.9K	0.02%	438
2016 Q4	$53K	Buy	+457	New	+$54.3K	0.03%	348

Other funds holding LQD

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

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

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

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

AIMU

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

YorkBridge Wealth Partners's LQD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2019, closing a stake of 225 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in LQD in Q4 2016 and held it in 11 quarters. The position peaked at $53K in Q4 2016. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 225 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $53K in Q4 2016.
831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.