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S.A. Mason’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

S.A. Mason’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
2020
Q2 		– Sell
-150
Closed -$19K – 346
2020
Q1 		$19K Hold
150
– – 0.02% 274
2019
Q4 		$19K Buy
+150
New +$19.1K 0.02% 300

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

S.A. Mason's LQD Position: Q2 2020 in Review

S.A. Mason sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 150 shares — an estimated $19K sold.

S.A. Mason first reported a position in LQD in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q1 2020. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • S.A. Mason reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • S.A. Mason sold 150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $19K.
  • S.A. Mason first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • S.A. Mason's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $19K in Q1 2020.
  • 1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.