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

Maxim Capital Management’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 Q1	–	Sell	-2,790	Closed	-$315K	–	38
2019 Q4	$315K	Buy	+2,790	New	+$355K	0.33%	22
2019 Q2	–	Sell	-1,890	Closed	-$225K	–	29
2019 Q1	$225K	Sell	1,890 -900	-32%	-$104K	0.21%	26
2018 Q4	$315K	Buy	+2,790	New	+$314K	0.33%	22

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AIMU

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Maxim Capital Management's LQD Position: Q1 2020 in Review

Maxim Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 2,790 shares — an estimated $315K sold.

Maxim Capital Management first reported a position in LQD in Q4 2018 and held it in 3 quarters. The position peaked at $315K in Q4 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Maxim Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Maxim Capital Management sold 2,790 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $315K.
Maxim Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Maxim Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $315K in Q4 2019.
931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Maxim Capital Management's 13F filing for Q1 2020, filed 15 May 2020.