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Secrest Blakey & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Secrest Blakey & Associates’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
-85
Closed -$11K – 98
2019
Q3 		$11K Sell
85
-4
-4% -$504 0.01% 125
2019
Q2 		$11K Buy
89
+15
+20% +$1.8K 0.01% 119
2019
Q1 		$9K Buy
+74
New +$8.57K 0.01% 115

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
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

Secrest Blakey & Associates's LQD Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 85 shares — an estimated $11K sold.

Secrest Blakey & Associates first reported a position in LQD in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q3 2019. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 85 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $11K.
  • Secrest Blakey & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11K in Q3 2019.
  • 937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.