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

Elevated Capital 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
2021 Q1	$517K	Sell	3,951 -158	-4%	-$21K	0.2%	129
2020 Q4	$568K	Sell	4,109 -7,849	-66%	-$1.07M	0.25%	120
2020 Q3	$1.61M	Sell	11,958 -2,946	-20%	-$402K	0.76%	38
2020 Q2	$2.04M	Buy	+14,904	New	+$1.94M	0.96%	27

Other funds holding LQD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIMU

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

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

Elevated Capital Advisors's LQD Position: Q1 2021 in Review

Elevated Capital Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.8% in Q1 2021, selling an estimated $21K and leaving 3,951 shares worth $517K. The position accounts for 0.2% of the portfolio, ranked #129.

Elevated Capital Advisors first reported a position in LQD in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.04M in Q2 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Elevated Capital Advisors held 3,951 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $517K as of Q1 2021.
Elevated Capital Advisors sold 158 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $21K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Elevated Capital Advisors's portfolio in Q1 2021, its #129 holding.
Elevated Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
Elevated Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.04M 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 Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.