20/20 Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

20/20 Capital 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
2021 Q2	$709K	Buy	5,275 +1,000	+23%	+$132K	0.18%	85
2021 Q1	$556K	Sell	4,275 -19,285	-82%	-$2.57M	0.16%	92
2020 Q4	$3.19M	Buy	23,560 +14,820	+170%	+$2.02M	0.93%	29
2020 Q3	$1.18M	Buy	8,740 +1,888	+28%	+$257K	0.44%	50
2020 Q2	$951K	Buy	6,852 +941	+16%	+$122K	0.37%	58
2020 Q1	$752K	Buy	+5,911	New	+$753K	0.34%	60

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

AIMU

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

FRBONY

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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

20/20 Capital Management's LQD Position: Q2 2021 in Review

20/20 Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 23% in Q2 2021, buying an estimated $132K and bringing the position to 5,275 shares worth $709K. The position accounts for 0.18% of the portfolio, ranked #85.

20/20 Capital Management first reported a position in LQD in Q1 2020 and has held it in 6 quarters since. The position peaked at $3.19M in Q4 2020. 1,056 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

20/20 Capital Management held 5,275 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $709K as of Q2 2021.
20/20 Capital Management bought 1,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $132K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of 20/20 Capital Management's portfolio in Q2 2021, its #85 holding.
20/20 Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 6 quarters since.
20/20 Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.19M in Q4 2020.
1,056 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.