Palisade Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Palisade Asset 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	-2,066	Closed	-$264K	–	172
2019 Q4	$264K	Sell	2,066 -257	-11%	-$32.7K	0.04%	164
2019 Q3	$296K	Sell	2,323 -2,138	-48%	-$269K	0.05%	152
2019 Q2	$555K	Buy	4,461 +30	+0.7%	+$3.6K	0.09%	124
2019 Q1	$528K	Hold	4,431	–	–	0.08%	131
2018 Q4	$500K	Sell	4,431 -218	-5%	-$24.5K	0.07%	116
2018 Q3	$534K	Sell	4,649 -775	-14%	-$89.3K	0.07%	123
2018 Q2	$621K	Sell	5,424 -2,029	-27%	-$234K	0.09%	114
2018 Q1	$875K	Buy	7,453 +338	+5%	+$39.9K	0.13%	102
2017 Q4	$865K	Buy	+7,115	New	+$861K	0.14%	102

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

Palisade Asset Management's LQD Position: Q1 2020 in Review

Palisade Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 2,066 shares — an estimated $264K sold.

Palisade Asset Management first reported a position in LQD in Q4 2017 and held it in 9 quarters. The position peaked at $875K in Q1 2018. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Palisade Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Palisade Asset Management sold 2,066 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $264K.
Palisade Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Palisade Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $875K in Q1 2018.
931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Palisade Asset Management's 13F filing for Q1 2020, filed 24 Apr 2020.