Curi RMB Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Curi RMB Capital’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
2021 Q1	–	Sell	-5,671	Closed	-$783K	–	518
2020 Q4	$783K	Buy	+5,671	New	+$772K	0.03%	357
2019 Q1	–	Sell	-2,441	Closed	-$275K	–	865
2018 Q4	$275K	Buy	+2,441	New	+$274K	0.01%	762
2018 Q2	–	Sell	-2,069	Closed	-$243K	–	943
2018 Q1	$243K	Buy	+2,069	New	+$244K	0.01%	780

Other funds holding LQD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi RMB Capital's LQD Position: Q1 2021 in Review

Curi RMB Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 5,671 shares — an estimated $783K sold.

Curi RMB Capital first reported a position in LQD in Q1 2018 and held it in 3 quarters. The position peaked at $783K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Curi RMB Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Curi RMB Capital sold 5,671 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $783K.
Curi RMB Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
Curi RMB Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $783K in Q4 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Curi RMB Capital's 13F filing for Q1 2021, filed 12 May 2021.