DY
LQD icon

Dowling & Yahnke’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Dowling & Yahnke’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
-67
Closed -$9K – 354
2019
Q4 		$9K Buy
+67
New +$8.53K ﹤0.01% 347

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

Dowling & Yahnke's LQD Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 67 shares — an estimated $9K sold.

Dowling & Yahnke first reported a position in LQD in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 67 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $9K.
  • Dowling & Yahnke first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9K in Q4 2019.
  • 931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.