Boston Financial Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Boston Financial 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 Q1	–	Sell	-1,775	Closed	-$227K	–	273
2019 Q4	$227K	Buy	+1,775	New	+$226K	0.01%	227
2017 Q3	–	Sell	-5,869	Closed	-$707K	–	268
2017 Q2	$707K	Sell	5,869 -65,997	-92%	-$7.89M	0.05%	186
2017 Q1	$8.47M	Sell	71,866 -2,819	-4%	-$331K	0.63%	60
2016 Q4	$8.75M	Buy	74,685 +1,205	+2%	+$143K	0.69%	47
2016 Q3	$9.05M	Buy	73,480 +688	+0.9%	+$84.7K	0.74%	36
2016 Q2	$8.93M	Buy	+72,792	New	+$8.73M	0.73%	40

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AIMU

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Financial Management's LQD Position: Q1 2020 in Review

Boston Financial Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 1,775 shares — an estimated $227K sold.

Boston Financial Management first reported a position in LQD in Q2 2016 and held it in 6 quarters. The position peaked at $9.05M in Q3 2016. 929 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Boston Financial Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Boston Financial Management sold 1,775 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $227K.
Boston Financial Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 6 quarters.
Boston Financial Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.05M in Q3 2016.
929 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Boston Financial Management's 13F filing for Q1 2020, filed 5 May 2020.