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Shine Investment Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Shine Investment Advisory Services’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
Q3 		$15K Hold
111
– – 0.01% 489
2020
Q2 		$15K Buy
+111
New +$14.4K 0.01% 495
2019
Q4 		– Sell
-400
Closed -$51K – 755
2019
Q3 		$51K Buy
+400
New +$50.4K 0.02% 300

Other funds holding LQD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Shine Investment Advisory Services's LQD Position: Q3 2020 in Review

Shine Investment Advisory Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2020 at 111 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #489.

Shine Investment Advisory Services first reported a position in LQD in Q3 2019 and has held it in 3 quarters since. The position peaked at $51K in Q3 2019. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • Shine Investment Advisory Services held 111 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $15K as of Q3 2020.
  • Shine Investment Advisory Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2020.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #489 holding.
  • Shine Investment Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 3 quarters since.
  • Shine Investment Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $51K in Q3 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.