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Santori & Peters Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Santori & Peters Inc’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
-5,067
Closed -$625K – 68
2020
Q1 		$625K Buy
+5,067
New +$646K 0.54% 23

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Fisher Asset Management
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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

Santori & Peters Inc's LQD Position: Q2 2020 in Review

Santori & Peters Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 5,067 shares — an estimated $625K sold.

Santori & Peters Inc first reported a position in LQD in Q1 2020 and held it in 1 quarter. The position peaked at $625K in Q1 2020. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

  • Santori & Peters Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Santori & Peters Inc sold 5,067 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $625K.
  • Santori & Peters Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Santori & Peters Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $625K 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 Santori & Peters Inc's 13F filing for Q2 2020, filed 7 Jul 2020.