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Galvin Gaustad & Stein’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Galvin Gaustad & Stein’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
-20,555
Closed -$2.84M – 190
2020
Q4 		$2.84M Buy
+20,555
New +$2.8M 0.3% 80

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Galvin Gaustad & Stein's LQD Position: Q1 2021 in Review

Galvin Gaustad & Stein sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 20,555 shares — an estimated $2.84M sold.

Galvin Gaustad & Stein first reported a position in LQD in Q4 2020 and held it in 1 quarter. The position peaked at $2.84M in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Galvin Gaustad & Stein reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 20,555 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $2.84M.
  • Galvin Gaustad & Stein first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Galvin Gaustad & Stein's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.84M in Q4 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2021, filed 19 Apr 2021.