Mivtachim The Workers Social Insurance Fund’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mivtachim The Workers Social Insurance 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
2021 Q1	–	Sell	-78,000	Closed	-$10.8M	–	39
2020 Q4	$10.8M	Sell	78,000 -225,000	-74%	-$30.6M	0.43%	29
2020 Q3	$40.8M	Hold	303,000	–	–	1.7%	16
2020 Q2	$40.8M	Buy	+303,000	New	+$39.4M	1.56%	13

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FRBONY

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MYLI

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

Mivtachim The Workers Social Insurance Fund's LQD Position: Q1 2021 in Review

Mivtachim The Workers Social Insurance Fund sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 78,000 shares — an estimated $10.8M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in LQD in Q2 2020 and held it in 3 quarters. The position peaked at $40.8M in Q3 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Mivtachim The Workers Social Insurance Fund reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 78,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $10.8M.
Mivtachim The Workers Social Insurance Fund first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Mivtachim The Workers Social Insurance Fund's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $40.8M in Q3 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2021, filed 19 Apr 2021.