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

BTS 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
Q4 		$722K Hold
5,229
– – 0.14% 12
2020
Q3 		$704K Buy
5,229
+3,041
+139% +$415K 8.21% 6
2020
Q2 		$295K Buy
2,188
+951
+77% +$124K 0.08% 10
2020
Q1 		$155K Buy
1,237
+726
+142% +$92.5K 2.97% 7
2019
Q4 		$65K Hold
511
– – 0.01% 11
2019
Q3 		$65K Hold
511
– – 0.01% 9
2019
Q2 		$63K Buy
+511
New +$61.4K 0.07% 8

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BTS Asset Management's LQD Position: Q4 2020 in Review

BTS Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2020 at 5,229 shares worth $722K. The position accounts for 0.14% of the portfolio, ranked #12.

BTS Asset Management first reported a position in LQD in Q2 2019 and has held it in 7 quarters since. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • BTS Asset Management held 5,229 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $722K as of Q4 2020.
  • BTS Asset Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2020.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of BTS Asset Management's portfolio in Q4 2020, its #12 holding.
  • BTS Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 7 quarters since.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on BTS Asset Management's 13F filing for Q4 2020, filed 3 Mar 2021.