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

Cambria Investment 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
-58,877
Closed -$7.53M – 186
2019
Q4 		$7.53M Sell
58,877
-2,316
-4% -$295K 1.99% 11
2019
Q3 		$7.8M Sell
61,193
-3,948
-6% -$497K 1.17% 13
2019
Q2 		$8.1M Buy
65,141
+65,130
+592,091% +$7.82M 1.25% 14
2019
Q1 		$1K Buy
+11
New +$1.27K ﹤0.01% 297
2017
Q4 		– Sell
-10,503
Closed -$1.27M – 210
2017
Q3 		$1.27M Buy
10,503
+769
+8% +$92.9K 0.2% 129
2017
Q2 		$1.17M Buy
9,734
+1,166
+14% +$139K 0.25% 131
2017
Q1 		$1.01M Buy
8,568
+1,276
+17% +$150K 0.34% 124
2016
Q4 		$855K Sell
7,292
-17,908
-71% -$2.13M 0.36% 125
2016
Q3 		$3.1M Buy
25,200
+314
+1% +$38.7K 1.45% 5
2016
Q2 		$3.05M Buy
24,886
+11,028
+80% +$1.32M 1.41% 6
2016
Q1 		$1.65M Buy
13,858
+2,240
+19% +$257K 0.76% 48
2015
Q4 		$1.32M Buy
11,618
+2,826
+32% +$327K 0.53% 97
2015
Q3 		$1.02M Sell
8,792
-628
-7% -$72.6K 0.39% 118
2015
Q2 		$1.09M Sell
9,420
-25,163
-73% -$2.98M 0.33% 128
2015
Q1 		$4.21K Buy
34,583
+13,044
+61% +$1.58M 0.48% 5
2014
Q4 		$2.57M Buy
+21,539
New +$2.57M 0.92% 26

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cambria Investment Management's LQD Position: Q1 2020 in Review

Cambria Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 58,877 shares — an estimated $7.53M sold.

Cambria Investment Management first reported a position in LQD in Q4 2014 and held it in 16 quarters. The position peaked at $8.1M in Q2 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

  • Cambria Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Cambria Investment Management sold 58,877 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $7.53M.
  • Cambria Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 16 quarters.
  • Cambria Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.1M in Q2 2019.
  • 931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Cambria Investment Management's 13F filing for Q1 2020, filed 15 May 2020.