Sand Hill Global Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sand Hill Global 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
2020 Q2	–	Sell	-3,307	Closed	-$408K	–	128
2020 Q1	$408K	Buy	+3,307	New	+$421K	0.04%	92
2018 Q4	–	Sell	-90,198	Closed	-$10.4M	–	106
2018 Q3	$10.4M	Buy	90,198 +78	+0.1%	+$8.99K	0.99%	19
2018 Q2	$10.3M	Buy	90,120 +85,648	+1,915%	+$9.86M	1.02%	18
2018 Q1	$525K	Sell	4,472 -80,898	-95%	-$9.56M	0.51%	42
2017 Q4	$10.4M	Buy	85,370 +2,903	+4%	+$351K	1.03%	18
2017 Q3	$10M	Buy	82,467 +1,038	+1%	+$125K	1.07%	17
2017 Q2	$9.81M	Buy	+81,429	New	+$9.73M	1.12%	18

Other funds holding LQD

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Sand Hill Global Advisors's LQD Position: Q2 2020 in Review

Sand Hill Global Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 3,307 shares — an estimated $408K sold.

Sand Hill Global Advisors first reported a position in LQD in Q2 2017 and held it in 7 quarters. The position peaked at $10.4M in Q4 2017. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

Sand Hill Global Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Sand Hill Global Advisors sold 3,307 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $408K.
Sand Hill Global Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 7 quarters.
Sand Hill Global Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.4M in Q4 2017.
1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Sand Hill Global Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.