OWD
LQD icon

Osborn Williams & Donohoe’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-33,024
Closed -$3.93M – 517
2019
Q1 		$3.93M Buy
+33,024
New +$3.83M 0.4% 69

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osborn Williams & Donohoe's LQD Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 33,024 shares — an estimated $3.93M sold.

Osborn Williams & Donohoe first reported a position in LQD in Q1 2019 and held it in 1 quarter. The position peaked at $3.93M in Q1 2019. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 33,024 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $3.93M.
  • Osborn Williams & Donohoe first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.93M in Q1 2019.
  • 811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.