HA
LQD icon

Harfst & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Harfst & Associates’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
-2,470
Closed -$321K – 143
2021
Q1 		$321K Buy
+2,470
New +$329K 0.1% 122
2017
Q3 		– Sell
-140
Closed -$16K – 158
2017
Q2 		$16K Hold
140
– – 0.01% 181
2017
Q1 		$16K Buy
+140
New +$16.4K 0.01% 201

Other funds holding LQD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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

Harfst & Associates's LQD Position: Q2 2021 in Review

Harfst & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 2,470 shares — an estimated $321K sold.

Harfst & Associates first reported a position in LQD in Q1 2017 and held it in 3 quarters. The position peaked at $321K in Q1 2021. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Harfst & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Harfst & Associates sold 2,470 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $321K.
  • Harfst & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and held it in 3 quarters.
  • Harfst & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $321K in Q1 2021.
  • 1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Harfst & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.