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	0.65%	36
2020 Q2	$446K	Buy	+3,317	New	+$431K	0.14%	79

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Peak Asset Management's LQD Position: Q3 2021 in Review

Peak Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 1,617 shares — an estimated $217K sold.

Peak Asset Management first reported a position in LQD in Q2 2020 and held it in 5 quarters. The position peaked at $2.71M in Q1 2021. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Peak Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Peak Asset Management sold 1,617 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $217K.
Peak Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
Peak Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.71M in Q1 2021.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Peak Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.