PJB
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Paul John Balson’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Paul John Balson’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
Q2 		– Sell
-1,789
Closed -$221K – 78
2020
Q1 		$221K Buy
+1,789
New +$228K 0.12% 57

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paul John Balson's LQD Position: Q2 2020 in Review

Paul John Balson sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 1,789 shares — an estimated $221K sold.

Paul John Balson first reported a position in LQD in Q1 2020 and held it in 1 quarter. The position peaked at $221K in Q1 2020. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • Paul John Balson reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Paul John Balson sold 1,789 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $221K.
  • Paul John Balson first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Paul John Balson's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $221K in Q1 2020.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Paul John Balson's 13F filing for Q2 2020, filed 13 Aug 2020.