OmniStar Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

OmniStar Financial Group’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	-3,188	Closed	-$415K	–	146
2021 Q1	$415K	Sell	3,188 -4,399	-58%	-$585K	0.53%	68
2020 Q4	$1.05M	Buy	7,587 +522	+7%	+$71.1K	0.73%	49
2020 Q3	$952K	Buy	7,065 +520	+8%	+$70.9K	0.72%	49
2020 Q2	$880K	Buy	6,545 +6,238	+2,032%	+$811K	0.73%	50
2020 Q1	$38K	Buy	+307	New	+$39.1K	0.04%	148
2019 Q3	–	Sell	-2,567	Closed	-$319K	–	111
2019 Q2	$319K	Sell	2,567 -1,031	-29%	-$124K	0.29%	95
2019 Q1	$428K	Sell	3,598 -796	-18%	-$92.2K	0.38%	85
2018 Q4	$496K	Buy	4,394 +213	+5%	+$23.9K	0.51%	61
2018 Q3	$481K	Buy	4,181 +1,614	+63%	+$186K	0.37%	86
2018 Q2	$294K	Buy	2,567 +89	+4%	+$10.2K	0.28%	92
2018 Q1	$290K	Buy	+2,478	New	+$293K	0.28%	91

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

OmniStar Financial Group's LQD Position: Q2 2021 in Review

OmniStar Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 3,188 shares — an estimated $415K sold.

OmniStar Financial Group first reported a position in LQD in Q1 2018 and held it in 11 quarters. The position peaked at $1.05M in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

OmniStar Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
OmniStar Financial Group sold 3,188 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $415K.
OmniStar Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 11 quarters.
OmniStar Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.05M in Q4 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on OmniStar Financial Group's 13F filing for Q2 2021, filed 17 Aug 2021.