Blue Sky Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Blue Sky Asset 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
2020 Q3	–	Sell	-1,631	Closed	-$219K	–	18
2020 Q2	$219K	Sell	1,631 -109	-6%	-$14.2K	0.27%	25
2020 Q1	$215K	Sell	1,740 -2,366	-58%	-$301K	0.09%	58
2019 Q4	$525K	Buy	+4,106	New	+$523K	0.15%	72
2018 Q1	–	Sell	-2,640	Closed	-$321K	–	97
2017 Q4	$321K	Buy	2,640 +264	+11%	+$31.9K	0.17%	67
2017 Q3	$280K	Hold	2,376	–	–	0.16%	68
2017 Q2	$286K	Buy	+2,376	New	+$284K	0.15%	68

Other funds holding LQD

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

AIMU

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

Blue Sky Asset Management's LQD Position: Q3 2020 in Review

Blue Sky Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 1,631 shares — an estimated $219K sold.

Blue Sky Asset Management first reported a position in LQD in Q2 2017 and held it in 6 quarters. The position peaked at $525K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

Blue Sky Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Blue Sky Asset Management sold 1,631 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $219K.
Blue Sky Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 6 quarters.
Blue Sky Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $525K in Q4 2019.
1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Blue Sky Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.