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Hochman Cole Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hochman Cole Investment Advisors’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
2020
Q4 		– Sell
-10,640
Closed -$1.43M – 124
2020
Q3 		$1.43M Buy
10,640
+5,179
+95% +$706K 0.71% 30
2020
Q2 		$735K Buy
+5,461
New +$710K 0.41% 49

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hochman Cole Investment Advisors's LQD Position: Q4 2020 in Review

Hochman Cole Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 10,640 shares — an estimated $1.43M sold.

Hochman Cole Investment Advisors first reported a position in LQD in Q2 2020 and held it in 2 quarters. The position peaked at $1.43M in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • Hochman Cole Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 10,640 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $1.43M.
  • Hochman Cole Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Hochman Cole Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.43M in Q3 2020.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.