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

Sonora Investment 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
2019
Q3 		– Sell
-150
Closed -$19K – 1781
2019
Q2 		$19K Buy
150
+138
+1,150% +$16.6K ﹤0.01% 907
2019
Q1 		$1K Buy
+12
New +$1.39K ﹤0.01% 1443
2017
Q3 		– Sell
-19
Closed -$2.29K – 1212
2017
Q2 		$2.29K Buy
+19
New +$2.27K ﹤0.01% 898

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sonora Investment Management's LQD Position: Q3 2019 in Review

Sonora Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2019, closing a stake of 150 shares — an estimated $19K sold.

Sonora Investment Management first reported a position in LQD in Q2 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

  • Sonora Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $19K.
  • Sonora Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 3 quarters.
  • Sonora Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $19K in Q2 2019.
  • 831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.