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

LGL 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
2019 Q4	–	Sell	-7,259	Closed	-$925K	–	104
2019 Q3	$925K	Sell	7,259 -1	-0%	-$126	0.38%	38
2019 Q2	$903K	Sell	7,260 -815	-10%	-$97.9K	0.36%	43
2019 Q1	$961K	Hold	8,075	–	–	0.36%	44
2018 Q4	$911K	Hold	8,075	–	–	0.5%	30
2018 Q3	$928K	Hold	8,075	–	–	0.44%	34
2018 Q2	$925K	Buy	8,075 +2,438	+43%	+$281K	0.44%	34
2018 Q1	$659K	Hold	5,637	–	–	0.32%	41
2017 Q4	$685K	Hold	5,637	–	–	0.31%	42
2017 Q3	$683K	Buy	+5,637	New	+$681K	0.44%	33

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

LGL Partners's LQD Position: Q4 2019 in Review

LGL Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 7,259 shares — an estimated $925K sold.

LGL Partners first reported a position in LQD in Q3 2017 and held it in 9 quarters. The position peaked at $961K in Q1 2019. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

LGL Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
LGL Partners sold 7,259 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $925K.
LGL Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and held it in 9 quarters.
LGL Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $961K in Q1 2019.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on LGL Partners's 13F filing for Q4 2019, filed 14 Feb 2020.