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IberiaBank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

IberiaBank’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
Q2 		$775K Sell
5,763
-919
-14% -$120K 0.09% 136
2020
Q1 		$825K Sell
6,682
-1,131
-14% -$144K 0.11% 124
2019
Q4 		$1M Sell
7,813
-352
-4% -$44.8K 0.1% 130
2019
Q3 		$1.04M Sell
8,165
-2,325
-22% -$293K 0.12% 120
2019
Q2 		$1.3M Buy
10,490
+1,693
+19% +$203K 0.14% 117
2019
Q1 		$1.05M Sell
8,797
-1,644
-16% -$190K 0.12% 131
2018
Q4 		$1.18M Buy
10,441
+1,614
+18% +$181K 0.15% 122
2018
Q3 		$1.01M Buy
8,827
+5,955
+207% +$686K 0.13% 143
2018
Q2 		$329K Buy
2,872
+277
+11% +$31.9K 0.06% 189
2018
Q1 		$305K Buy
2,595
+755
+41% +$89.2K 0.06% 184
2017
Q4 		$223K Hold
1,840
– – 0.03% 226
2017
Q3 		$223K Buy
+1,840
New +$222K 0.04% 207
2017
Q2 		– Sell
-2,455
Closed -$289K – 178
2017
Q1 		$289K Buy
2,455
+305
+14% +$35.8K 0.09% 145
2016
Q4 		$252K Hold
2,150
– – 0.09% 142
2016
Q3 		$265K Hold
2,150
– – 0.11% 114
2016
Q2 		$264K Sell
2,150
-2,283
-52% -$274K 0.12% 128
2016
Q1 		$527K Hold
4,433
– – 0.25% 79
2015
Q4 		$505K Buy
4,433
+138
+3% +$16K 0.23% 88
2015
Q3 		$499K Buy
4,295
+1,307
+44% +$151K 0.26% 76
2015
Q2 		$346K Sell
2,988
-256
-8% -$30.3K 0.15% 114
2015
Q1 		$395K Buy
3,244
+1,499
+86% +$182K 0.18% 98
2014
Q4 		$208K Hold
1,745
– – 0.11% 163
2014
Q3 		$206K Hold
1,745
– – 0.12% 156
2014
Q2 		$208K Buy
+1,745
New +$206K 0.12% 175
2014
Q1 		– Sell
-2,263
Closed -$258K – 153
2013
Q4 		$258K Sell
2,263
-1,007
-31% -$115K 0.17% 124
2013
Q3 		$371K Buy
3,270
+1,360
+71% +$154K 0.24% 100
2013
Q2 		$217K Buy
+1,910
New +$227K 0.16% 129

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IberiaBank's LQD Position: Q2 2020 in Review

IberiaBank reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q2 2020, selling an estimated $120K and leaving 5,763 shares worth $775K. The position accounts for 0.09% of the portfolio, ranked #136.

IberiaBank first reported a position in LQD in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.3M in Q2 2019. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • IberiaBank held 5,763 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $775K as of Q2 2020.
  • IberiaBank sold 919 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $120K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of IberiaBank's portfolio in Q2 2020, its #136 holding.
  • IberiaBank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • IberiaBank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.3M in Q2 2019.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.