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

Interchange Capital Partners’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
-1,933
Closed -$256K – 169
2021
Q1 		$256K Sell
1,933
-1,073
-36% -$143K 0.14% 190
2020
Q4 		$415K Buy
+3,006
New +$409K 0.23% 121

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N
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Fisher Asset Management
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MYLI
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AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
FRBONY
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WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Interchange Capital Partners's LQD Position: Q2 2021 in Review

Interchange Capital Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 1,933 shares — an estimated $256K sold.

Interchange Capital Partners first reported a position in LQD in Q4 2020 and held it in 2 quarters. The position peaked at $415K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Interchange Capital Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,933 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $256K.
  • Interchange Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $415K in Q4 2020.
  • 1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Interchange Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.