Peddock Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Peddock Capital Advisors’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 Q1	–	Sell	-300	Closed	-$41K	–	232
2020 Q4	$41K	Buy	+300	New	+$40.9K	0.02%	177
2020 Q1	–	Sell	-505	Closed	-$65K	–	180
2019 Q4	$65K	Buy	+505	New	+$64.3K	0.03%	150
2019 Q2	–	Sell	-505	Closed	-$6K	–	178
2019 Q1	$6K	Hold	505	–	–	﹤0.01%	229
2018 Q4	$57K	Hold	505	–	–	0.03%	157
2018 Q3	$58K	Hold	505	–	–	0.03%	165
2018 Q2	$58K	Hold	505	–	–	0.03%	167
2018 Q1	$59K	Hold	505	–	–	0.03%	164
2017 Q4	$61K	Hold	505	–	–	0.03%	164
2017 Q3	$61K	Hold	505	–	–	0.03%	162
2017 Q2	$61K	Hold	505	–	–	0.03%	163
2017 Q1	$60K	Hold	505	–	–	0.03%	141
2016 Q4	$59K	Hold	505	–	–	0.03%	137
2016 Q3	$62K	Buy	+505	New	+$62.2K	0.04%	135
2014 Q4	–	Sell	-6,285	Closed	-$743K	–	101
2014 Q3	$743K	Hold	6,285	–	–	0.61%	37
2014 Q2	$750K	Sell	6,285 -13	-0.2%	-$1.54K	0.57%	36
2014 Q1	$736K	Sell	6,298 -326	-5%	-$37.8K	0.58%	37
2013 Q4	$756K	Buy	+6,624	New	+$756K	0.59%	37

Other funds holding LQD

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

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

AIMU

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

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

Peddock Capital Advisors's LQD Position: Q1 2021 in Review

Peddock Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 300 shares — an estimated $41K sold.

Peddock Capital Advisors first reported a position in LQD in Q4 2013 and held it in 17 quarters. The position peaked at $756K in Q4 2013. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Peddock Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $41K.
Peddock Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 17 quarters.
Peddock Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $756K in Q4 2013.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.