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

Shelton 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
2020
Q4 		– Sell
-7,000
Closed -$943K – 783
2020
Q3 		$943K Buy
+7,000
New +$954K 0.04% 354

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shelton Capital Management's LQD Position: Q4 2020 in Review

Shelton Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2020, closing a stake of 7,000 shares — an estimated $943K sold.

Shelton Capital Management first reported a position in LQD in Q3 2020 and held it in 1 quarter. The position peaked at $943K in Q3 2020. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • Shelton Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 7,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $943K.
  • Shelton Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $943K in Q3 2020.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.