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

Clear Harbor 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
2015
Q3 		– Sell
-6,200
Closed -$13K – 300
2015
Q2 		$13K Buy
+6,200
New +$735K ﹤0.01% 310

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Clear Harbor Asset Management's LQD Position: Q2 2023 in Review

Clear Harbor Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 10,323 shares — an estimated $1.13M sold.

Clear Harbor Asset Management first reported a position in LQD in Q2 2013 and held it in 40 quarters. The position peaked at $2.01M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • Clear Harbor Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Clear Harbor Asset Management sold 10,323 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.13M.
  • Clear Harbor Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 40 quarters.
  • Clear Harbor Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.01M in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Clear Harbor Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.