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G&S Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

G&S Capital’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
Q4 		– Sell
-23
Closed -$3K – 236
2019
Q3 		$3K Buy
+23
New +$2.9K ﹤0.01% 199
2019
Q1 		– Sell
-1,008
Closed -$114K – 233
2018
Q4 		$114K Buy
+1,008
New +$113K 0.1% 66

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

G&S Capital's LQD Position: Q4 2019 in Review

G&S Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 23 shares — an estimated $3K sold.

G&S Capital first reported a position in LQD in Q4 2018 and held it in 2 quarters. The position peaked at $114K in Q4 2018. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

  • G&S Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • G&S Capital sold 23 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $3K.
  • G&S Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • G&S Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $114K in Q4 2018.
  • 937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on G&S Capital's 13F filing for Q4 2019, filed 21 Jan 2020.