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

Elm 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	–	Sell	-980	Closed	-$135K	–	190
2020 Q4	$135K	Buy	+980	New	+$133K	0.08%	100
2018 Q4	–	Sell	-980	Closed	-$113K	–	190
2018 Q3	$113K	Buy	+980	New	+$113K	0.08%	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

Elm Advisors's LQD Position: Q1 2021 in Review

Elm Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 980 shares — an estimated $135K sold.

Elm Advisors first reported a position in LQD in Q3 2018 and held it in 2 quarters. The position peaked at $135K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Elm Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 980 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $135K.
Elm Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $135K in Q4 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.