Mountain Capital Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mountain Capital Investment Advisors’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 Q2	–	Sell	-19,968	Closed	-$2.62M	–	135
2021 Q1	$2.62M	Sell	19,968 -37,696	-65%	-$5.02M	1.32%	16
2020 Q4	$7.79M	Sell	57,664 -1,484	-3%	-$202K	4.7%	3
2020 Q3	$8.03M	Buy	59,148 +47,129	+392%	+$6.43M	5.18%	3
2020 Q2	$1.63M	Buy	12,019 +9,069	+307%	+$1.18M	0.75%	21
2020 Q1	$389K	Sell	2,950 -5,806	-66%	-$740K	0.2%	29
2019 Q4	$1.12M	Buy	+8,756	New	+$1.11M	0.5%	19
2017 Q4	–	Sell	-46	Closed	-$6K	–	252
2017 Q3	$6K	Hold	46	–	–	0.01%	327
2017 Q2	$5K	Buy	+46	New	+$5.5K	﹤0.01%	377

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

AIMU

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Mountain Capital Investment Advisors's LQD Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 19,968 shares — an estimated $2.62M sold.

Mountain Capital Investment Advisors first reported a position in LQD in Q2 2017 and held it in 8 quarters. The position peaked at $8.03M in Q3 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Mountain Capital Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 19,968 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2.62M.
Mountain Capital Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 8 quarters.
Mountain Capital Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.03M in Q3 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.