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Essex Savings Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Essex Savings Bank’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
Q3 		– Sell
-546
Closed -$68K – 435
2019
Q2 		$68K Hold
546
– – 0.02% 402
2019
Q1 		$65K Sell
546
-155
-22% -$18K 0.04% 262
2018
Q4 		$79K Buy
+701
New +$78.8K 0.05% 236

Other funds holding LQD

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Essex Savings Bank's LQD Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2019, closing a stake of 546 shares — an estimated $68K sold.

Essex Savings Bank first reported a position in LQD in Q4 2018 and held it in 3 quarters. The position peaked at $79K in Q4 2018. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 546 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $68K.
  • Essex Savings Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $79K in Q4 2018.
  • 831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.