Epstein & White Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Epstein & White Financial’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	-2,862	Closed	-$366K	–	83
2019 Q4	$366K	Sell	2,862 -534	-16%	-$68K	0.16%	53
2019 Q3	$430K	Sell	3,396 -831	-20%	-$105K	0.21%	44
2019 Q2	$522K	Sell	4,227 -1,270	-23%	-$153K	0.28%	39
2019 Q1	$657K	Sell	5,497 -755	-12%	-$87.5K	0.38%	27
2018 Q4	$707K	Sell	6,252 -59,142	-90%	-$6.65M	0.44%	19
2018 Q3	$7.53M	Buy	65,394 +60,372	+1,202%	+$6.96M	4.94%	5
2018 Q2	$574K	Sell	5,022 -5,802	-54%	-$668K	0.43%	36
2018 Q1	$1.27M	Sell	10,824 -51,130	-83%	-$6.04M	0.81%	23
2017 Q4	$7.48M	Buy	+61,954	New	+$7.5M	4.33%	7

Other funds holding LQD

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Epstein & White Financial's LQD Position: Q1 2020 in Review

Epstein & White Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 2,862 shares — an estimated $366K sold.

Epstein & White Financial first reported a position in LQD in Q4 2017 and held it in 9 quarters. The position peaked at $7.53M in Q3 2018. 929 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Epstein & White Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Epstein & White Financial sold 2,862 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $366K.
Epstein & White Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Epstein & White Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.53M in Q3 2018.
929 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Epstein & White Financial's 13F filing for Q1 2020, filed 13 Apr 2020.