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

Inscription Capital’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	-3,685	Closed	-$496K	–	185
2020 Q3	$496K	Buy	3,685 +261	+8%	+$35.6K	0.22%	88
2020 Q2	$461K	Hold	3,424	–	–	0.25%	76
2020 Q1	$423K	Hold	3,424	–	–	0.28%	73
2019 Q4	$438K	Hold	3,424	–	–	0.19%	99
2019 Q3	$436K	Hold	3,424	–	–	0.24%	93
2019 Q2	$430K	Buy	3,424 +3,214	+1,530%	+$386K	0.32%	62
2019 Q1	$25K	Sell	210 -10,263	-98%	-$1.19M	0.01%	215
2018 Q4	$1.18M	Buy	+10,473	New	+$1.18M	0.66%	30

Other funds holding LQD

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Inscription Capital's LQD Position: Q4 2020 in Review

Inscription Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 3,685 shares — an estimated $496K sold.

Inscription Capital first reported a position in LQD in Q4 2018 and held it in 8 quarters. The position peaked at $1.18M in Q4 2018. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Inscription Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Inscription Capital sold 3,685 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $496K.
Inscription Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
Inscription Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.18M in Q4 2018.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Inscription Capital's 13F filing for Q4 2020, filed 16 Feb 2021.