Donoghue Forlines’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Donoghue Forlines’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	-98,667	Closed	-$13.6M	–	267
2020 Q4	$13.6M	Sell	98,667 -106,609	-52%	-$14.5M	2.63%	8
2020 Q3	$27.7M	Sell	205,276 -18,766	-8%	-$2.56M	7.58%	2
2020 Q2	$30.1M	Buy	+224,042	New	+$29.1M	7.86%	3
2018 Q4	–	Sell	-180,028	Closed	-$20.7M	–	96
2018 Q3	$20.7M	Buy	180,028 +176,031	+4,404%	+$20.3M	1.61%	7
2018 Q2	$458K	Sell	3,997 -18	-0.4%	-$2.07K	0.04%	134
2018 Q1	$471K	Buy	4,015 +26	+0.7%	+$3.07K	0.04%	140
2017 Q4	$485K	Buy	+3,989	New	+$483K	0.04%	111

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

Donoghue Forlines's LQD Position: Q1 2021 in Review

Donoghue Forlines sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 98,667 shares — an estimated $13.6M sold.

Donoghue Forlines first reported a position in LQD in Q4 2017 and held it in 7 quarters. The position peaked at $30.1M in Q2 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Donoghue Forlines reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Donoghue Forlines sold 98,667 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $13.6M.
Donoghue Forlines first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Donoghue Forlines's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $30.1M in Q2 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Donoghue Forlines's 13F filing for Q1 2021, filed 14 May 2021.