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

Peak 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
2021
Q3 		– Sell
-1,617
Closed -$217K – 139
2021
Q2 		$217K Sell
1,617
-19,210
-92% -$2.53M 0.05% 132
2021
Q1 		$2.71M Buy
20,827
+4,694
+29% +$625K 0.65% 36
2020
Q4 		$2.23M Sell
16,133
-158
-1% -$21.5K 0.58% 38
2020
Q3 		$2.19M Buy
16,291
+12,974
+391% +$1.77M 0.66% 36
2020
Q2 		$446K Buy
+3,317
New +$431K 0.14% 79

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
PGEBT
Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return