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Accurate Investment Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Accurate Investment Solutions’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
-1,179
Closed -$146K – 212
2020
Q1 		$146K Buy
1,179
+1,157
+5,259% +$147K 0.12% 113
2019
Q4 		$3K Hold
22
– – ﹤0.01% 365
2019
Q3 		$3K Hold
22
– – ﹤0.01% 307
2019
Q2 		$3K Sell
22
-19
-46% -$2.28K ﹤0.01% 321
2019
Q1 		$5K Hold
41
– – ﹤0.01% 268
2018
Q4 		$5K Hold
41
– – ﹤0.01% 233
2018
Q3 		$5K Sell
41
-2
-5% -$231 ﹤0.01% 278
2018
Q2 		$5K Hold
43
– – ﹤0.01% 342
2018
Q1 		$5K Hold
43
– – ﹤0.01% 329
2017
Q4 		$5K Sell
43
-57
-57% -$6.9K ﹤0.01% 320
2017
Q3 		$12K Sell
100
-70
-41% -$8.46K 0.01% 241
2017
Q2 		$21K Sell
170
-119
-41% -$14.2K 0.02% 177
2017
Q1 		$34K Buy
289
+1
+0.3% +$117 0.03% 133
2016
Q4 		$34K Sell
288
-21,266
-99% -$2.53M 0.03% 136
2016
Q3 		$2.65M Sell
21,554
-129
-0.6% -$15.9K 2.43% 24
2016
Q2 		$2.66M Buy
21,683
+21,592
+23,727% +$2.59M 2.86% 22
2016
Q1 		$11K Hold
91
– – 0.01% 270
2015
Q4 		$10K Buy
+91
New +$10.5K 0.01% 204

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Citigroup
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Investment Solutions's LQD Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 1,179 shares — an estimated $146K sold.

Accurate Investment Solutions first reported a position in LQD in Q4 2015 and held it in 18 quarters. The position peaked at $2.66M in Q2 2016. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 1,179 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $146K.
  • Accurate Investment Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.66M in Q2 2016.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.