Donald L. Hagan LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Donald L. Hagan LLC’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
2019 Q4	–	Sell	-2,951	Closed	-$374K	–	97
2019 Q3	$374K	Buy	+2,951	New	+$372K	0.31%	72
2016 Q2	–	Sell	-100	Closed	-$12K	–	207
2016 Q1	$12K	Buy	+100	New	+$11.5K	0.01%	263
2015 Q4	–	Sell	-100	Closed	-$12K	–	204
2015 Q3	$12K	Buy	+100	New	+$11.6K	0.01%	267

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIMU

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

Donald L. Hagan LLC's LQD Position: Q4 2019 in Review

Donald L. Hagan LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 2,951 shares — an estimated $374K sold.

Donald L. Hagan LLC first reported a position in LQD in Q3 2015 and held it in 3 quarters. The position peaked at $374K in Q3 2019. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Donald L. Hagan LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Donald L. Hagan LLC sold 2,951 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $374K.
Donald L. Hagan LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and held it in 3 quarters.
Donald L. Hagan LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $374K in Q3 2019.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Donald L. Hagan LLC's 13F filing for Q4 2019, filed 24 Jan 2020.