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

Lee Capital Holdings’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
Q1 		– Sell
-4,771
Closed -$659K – 102
2020
Q4 		$659K Buy
4,771
+3,118
+189% +$425K 0.39% 62
2020
Q3 		$223K Buy
+1,653
New +$225K 0.13% 56

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Capital Holdings's LQD Position: Q1 2021 in Review

Lee Capital Holdings sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 4,771 shares — an estimated $659K sold.

Lee Capital Holdings first reported a position in LQD in Q3 2020 and held it in 2 quarters. The position peaked at $659K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

  • Lee Capital Holdings reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lee Capital Holdings sold 4,771 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $659K.
  • Lee Capital Holdings first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Lee Capital Holdings's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $659K in Q4 2020.
  • 1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Lee Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.