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

Bluefin 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
2020
Q2 		– Sell
-467,000
Closed -$2.56M – 434
2020
Q1 		$2.56M Buy
+467,000
New +$59.5M 0.33% 61

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bluefin Capital Management's LQD Position: Q1 2022 in Review

Bluefin Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 5,750 shares — an estimated $762K sold.

Bluefin Capital Management first reported a position in LQD in Q2 2013 and held it in 18 quarters. The position peaked at $112M in Q1 2019. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Bluefin Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 5,750 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $762K.
  • Bluefin Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Bluefin Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $112M in Q1 2019.
  • 1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Bluefin Capital Management's 13F filing for Q1 2022, filed 16 May 2022.