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Shufro Rose & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Shufro Rose & Co’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
-80
Closed -$10K – 339
2019
Q3 		$10K Buy
+80
New +$10.1K ﹤0.01% 330

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

Shufro Rose & Co's LQD Position: Q4 2019 in Review

Shufro Rose & Co sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 80 shares — an estimated $10K sold.

Shufro Rose & Co first reported a position in LQD in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

  • Shufro Rose & Co reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 80 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $10K.
  • Shufro Rose & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Shufro Rose & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10K in Q3 2019.
  • 937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.