Gables Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gables Capital Management’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 Q2	–	Sell	-1,000	Closed	-$130K	–	360
2021 Q1	$130K	Hold	1,000	–	–	0.07%	147
2020 Q4	$138K	Hold	1,000	–	–	0.08%	134
2020 Q3	$135K	Hold	1,000	–	–	0.09%	130
2020 Q2	$135K	Hold	1,000	–	–	0.09%	127
2020 Q1	$124K	Sell	1,000 -44	-4%	-$5.61K	0.1%	131
2019 Q4	$134K	Hold	1,044	–	–	0.09%	144
2019 Q3	$133K	Hold	1,044	–	–	0.09%	142
2019 Q2	$129K	Hold	1,044	–	–	0.11%	128
2019 Q1	$124K	Hold	1,044	–	–	0.1%	128
2018 Q4	$118K	Hold	1,044	–	–	0.1%	123
2018 Q3	$120K	Hold	1,044	–	–	0.09%	129
2018 Q2	$121K	Hold	1,044	–	–	0.1%	122
2018 Q1	$123K	Buy	+1,044	New	+$123K	0.11%	123

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AIMU

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Gables Capital Management's LQD Position: Q2 2021 in Review

Gables Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 1,000 shares — an estimated $130K sold.

Gables Capital Management first reported a position in LQD in Q1 2018 and held it in 13 quarters. The position peaked at $138K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Gables Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Gables Capital Management sold 1,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $130K.
Gables Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Gables Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $138K in Q4 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Gables Capital Management's 13F filing for Q2 2021, filed 3 Aug 2021.