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

Princeton 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	-295	Closed	-$38K	–	163
2019 Q3	$38K	Hold	295	–	–	0.02%	162
2019 Q2	$37K	Hold	295	–	–	0.02%	165
2019 Q1	$35K	Buy	295 +125	+74%	+$14.5K	0.02%	166
2018 Q4	$19K	Hold	170	–	–	0.01%	195
2018 Q3	$20K	Hold	170	–	–	0.01%	211
2018 Q2	$19K	Hold	170	–	–	0.01%	229
2018 Q1	$20K	Buy	+170	New	+$20.1K	0.01%	218

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIMU

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

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

Princeton Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 295 shares — an estimated $38K sold.

Princeton Capital Management first reported a position in LQD in Q1 2018 and held it in 7 quarters. The position peaked at $38K in Q3 2019. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Princeton Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 295 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $38K.
Princeton Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
Princeton Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $38K in Q3 2019.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.