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K2 Principal Fund’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

K2 Principal Fund’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
2015
Q3 		– Sell
-10,000
Closed -$1.16M – 180
2015
Q2 		$1.16M Sell
10,000
-27,800
-74% -$3.29M 0.21% 97
2015
Q1 		$4.6M Buy
+37,800
New +$4.58M 0.97% 34

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

K2 Principal Fund's LQD Position: Q2 2020 in Review

K2 Principal Fund sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 28,000 shares — an estimated $3.46M sold.

K2 Principal Fund first reported a position in LQD in Q1 2020 and held it in 1 quarter. The position peaked at $3.46M in Q1 2020. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • K2 Principal Fund reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • K2 Principal Fund sold 28,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $3.46M.
  • K2 Principal Fund first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • K2 Principal Fund's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.46M in Q1 2020.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on K2 Principal Fund's 13F filing for Q2 2020, filed 13 Aug 2020.