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Alpha DNA Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Alpha DNA 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
2021
Q2 		– Sell
-62
Closed -$8K – 399
2021
Q1 		$8K Sell
62
-91
-59% -$12.1K 0.01% 308
2020
Q4 		$21K Buy
+153
New +$20.8K 0.02% 256

Other funds holding LQD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

Alpha DNA Investment Management's LQD Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 62 shares — an estimated $8K sold.

Alpha DNA Investment Management first reported a position in LQD in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 62 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $8K.
  • Alpha DNA Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $21K in Q4 2020.
  • 1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.