DSC Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

DSC Advisors’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	-5,900	Closed	-$752K	–	89
2019 Q3	$752K	Sell	5,900 -10,500	-64%	-$1.32M	0.15%	46
2019 Q2	$2.04M	Buy	16,400 +12,400	+310%	+$1.49M	0.36%	27
2019 Q1	$476K	Sell	4,000 -8,300	-67%	-$961K	0.09%	47
2018 Q4	$1.39M	Buy	+12,300	New	+$1.38M	0.17%	25
2017 Q4	–	Sell	-9,920	Closed	-$1.2M	–	78
2017 Q3	$1.2M	Buy	+9,920	New	+$1.2M	0.38%	27
2016 Q3	–	Sell	-33,120	Closed	-$4.07M	–	71
2016 Q2	$4.07M	Buy	33,120 +19,380	+141%	+$2.32M	2.56%	15
2016 Q1	$1.63M	Buy	13,740 +8,320	+154%	+$956K	0.97%	26
2015 Q4	$618K	Buy	+5,420	New	+$627K	0.32%	35
2015 Q2	–	Sell	-25,450	Closed	-$3.1M	–	83
2015 Q1	$3.1M	Buy	25,450 +18,350	+258%	+$2.23M	1.64%	20
2014 Q4	$848K	Sell	7,100 -3,900	-35%	-$465K	0.49%	38
2014 Q3	$1.3M	Buy	+11,000	New	+$1.31M	0.65%	33

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

AIMU

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

DSC Advisors's LQD Position: Q4 2019 in Review

DSC Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 5,900 shares — an estimated $752K sold.

DSC Advisors first reported a position in LQD in Q3 2014 and held it in 11 quarters. The position peaked at $4.07M in Q2 2016. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

DSC Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
DSC Advisors sold 5,900 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $752K.
DSC Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 11 quarters.
DSC Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.07M in Q2 2016.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on DSC Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.