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

Peak Capital 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
2019 Q4	–	Sell	-1,526	Closed	-$194K	–	21
2019 Q3	$194K	Sell	1,526 -355	-19%	-$44.7K	0.13%	24
2019 Q2	$237K	Sell	1,881 -466	-20%	-$56K	0.16%	24
2019 Q1	$279K	Sell	2,347 -730	-24%	-$84.6K	0.19%	27
2018 Q4	$347K	Buy	3,077 +23	+0.8%	+$2.59K	0.25%	33
2018 Q3	$344K	Buy	3,054 +29	+1%	+$3.34K	0.25%	32
2018 Q2	$347K	Sell	3,025 -69	-2%	-$7.95K	0.21%	49
2018 Q1	$363K	Sell	3,094 -7	-0.2%	-$827	0.28%	30
2017 Q4	$376K	Hold	3,101	–	–	0.26%	52
2017 Q3	$376K	Sell	3,101 -897	-22%	-$108K	0.25%	53
2017 Q2	$482K	Buy	+3,998	New	+$478K	0.27%	79

Other funds holding LQD

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Peak Capital Management's LQD Position: Q4 2019 in Review

Peak Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 1,526 shares — an estimated $194K sold.

Peak Capital Management first reported a position in LQD in Q2 2017 and held it in 10 quarters. The position peaked at $482K in Q2 2017. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Peak Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Peak Capital Management sold 1,526 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $194K.
Peak Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 10 quarters.
Peak Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $482K in Q2 2017.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Peak Capital Management's 13F filing for Q4 2019, filed 8 Jan 2020.