Arcus Capital Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Arcus Capital 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 Q4	–	Sell	-1,887	Closed	-$241K	–	105
2019 Q3	$241K	Buy	+1,887	New	+$238K	0.1%	84
2018 Q1	–	Sell	-9,307	Closed	-$1.13M	–	116
2017 Q4	$1.13M	Sell	9,307 -29	-0.3%	-$3.51K	0.64%	37
2017 Q3	$1.13M	Sell	9,336 -49	-0.5%	-$5.92K	0.59%	44
2017 Q2	$1.13M	Buy	9,385 +174	+2%	+$20.8K	0.71%	35
2017 Q1	$1.09M	Buy	9,211 +310	+3%	+$36.4K	0.69%	37
2016 Q4	$1.04M	Buy	+8,901	New	+$1.06M	0.7%	36

Other funds holding LQD

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIMU

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

Arcus Capital Partners's LQD Position: Q4 2019 in Review

Arcus Capital Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 1,887 shares — an estimated $241K sold.

Arcus Capital Partners first reported a position in LQD in Q4 2016 and held it in 6 quarters. The position peaked at $1.13M in Q3 2017. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Arcus Capital Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Arcus Capital Partners sold 1,887 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $241K.
Arcus Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 6 quarters.
Arcus Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.13M in Q3 2017.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Arcus Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.