FundX Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

FundX Investment Group’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	-61,103	Closed	-$8.44M	–	45
2020 Q4	$8.44M	Sell	61,103 -69,070	-53%	-$9.41M	3.52%	8
2020 Q3	$17.5M	Buy	+130,173	New	+$17.7M	6.74%	7
2020 Q1	–	Sell	-431,766	Closed	-$55.2M	–	59
2019 Q4	$55.2M	Buy	431,766 +164,242	+61%	+$20.9M	14.89%	1
2019 Q3	$34.1M	Buy	+267,524	New	+$33.7M	12.11%	2
2016 Q4	–	Sell	-60,637	Closed	-$7.47M	–	49
2016 Q3	$7.47M	Buy	+60,637	New	+$7.47M	1.91%	18
2015 Q2	–	Sell	-181,800	Closed	-$22.1M	–	22
2015 Q1	$22.1M	Buy	181,800 +14,880	+9%	+$1.8M	6.83%	6
2014 Q4	$19.9M	Buy	+166,920	New	+$19.9M	5.98%	8

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

FundX Investment Group's LQD Position: Q1 2021 in Review

FundX Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 61,103 shares — an estimated $8.44M sold.

FundX Investment Group first reported a position in LQD in Q4 2014 and held it in 7 quarters. The position peaked at $55.2M in Q4 2019. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

FundX Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
FundX Investment Group sold 61,103 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $8.44M.
FundX Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 7 quarters.
FundX Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $55.2M in Q4 2019.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on FundX Investment Group's 13F filing for Q1 2021, filed 4 May 2021.