Pinnacle Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pinnacle Advisory Group’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	$3.45M	Buy	26,542 +8,576	+48%	+$1.14M	0.16%	59
2020 Q4	$2.48M	Sell	17,966 -240	-1%	-$32.7K	0.15%	63
2020 Q3	$2.45M	Sell	18,206 -679	-4%	-$92.6K	0.16%	59
2020 Q2	$2.54M	Sell	18,885 -1,062	-5%	-$138K	0.18%	56
2020 Q1	$2.46M	Sell	19,947 -6,346	-24%	-$809K	0.24%	41
2019 Q4	$3.36M	Buy	26,293 +1,363	+5%	+$174K	0.23%	48
2019 Q3	$3.18M	Buy	24,930 +103	+0.4%	+$13K	0.22%	44
2019 Q2	$3.09M	Buy	24,827 +350	+1%	+$42K	0.21%	47
2019 Q1	$2.91M	Sell	24,477 -455	-2%	-$52.7K	0.2%	43
2018 Q4	$2.81M	Buy	24,932 +329	+1%	+$37K	0.21%	47
2018 Q3	$2.83M	Buy	24,603 +4,258	+21%	+$491K	0.19%	39
2018 Q2	$2.33M	Buy	20,345 +534	+3%	+$61.5K	0.14%	44
2018 Q1	$2.33M	Buy	19,811 +4,407	+29%	+$521K	0.14%	43
2017 Q4	$1.87M	Buy	15,404 +1,344	+10%	+$163K	0.11%	48
2017 Q3	$1.71M	Buy	14,060 +1,752	+14%	+$212K	0.11%	48
2017 Q2	$1.48M	Buy	12,308 +2,699	+28%	+$323K	0.09%	57
2017 Q1	$1.13M	Buy	9,609 +3,980	+71%	+$467K	0.07%	67
2016 Q4	$660K	Buy	+5,629	New	+$669K	0.04%	87
2015 Q2	–	Sell	-2,595	Closed	-$315K	–	125
2015 Q1	$315K	Hold	2,595	–	–	0.03%	106
2014 Q4	$309K	Sell	2,595 -150	-5%	-$17.9K	0.03%	105
2014 Q3	$324K	Buy	+2,745	New	+$326K	0.04%	84
2014 Q2	–	Sell	-2,612	Closed	-$305K	–	136
2014 Q1	$305K	Buy	+2,612	New	+$303K	0.03%	79
2013 Q4	–	Sell	-2,745	Closed	-$311K	–	101
2013 Q3	$311K	Sell	2,745 -520	-16%	-$58.8K	0.04%	72
2013 Q2	$371K	Buy	+3,265	New	+$388K	0.05%	57

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

Pinnacle Advisory Group's LQD Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 48% in Q1 2021, buying an estimated $1.14M and bringing the position to 26,542 shares worth $3.45M. The position accounts for 0.16% of the portfolio, ranked #59.

Pinnacle Advisory Group first reported a position in LQD in Q2 2013 and has held it in 24 quarters since. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Pinnacle Advisory Group held 26,542 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.45M as of Q1 2021.
Pinnacle Advisory Group bought 8,576 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $1.14M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Pinnacle Advisory Group's portfolio in Q1 2021, its #59 holding.
Pinnacle Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 24 quarters since.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.