Squar Milner Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Squar Milner Financial 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	–	Sell	-3,145	Closed	-$423K	–	109
2020 Q2	$423K	Hold	3,145	–	–	0.24%	116
2020 Q1	$388K	Buy	3,145 +163	+5%	+$20.8K	0.23%	96
2019 Q4	$381K	Sell	2,982 -163	-5%	-$20.8K	0.19%	115
2019 Q3	$424K	Buy	3,145 +410	+15%	+$51.6K	0.22%	118
2019 Q2	$340K	Hold	2,735	–	–	0.23%	103
2019 Q1	$325K	Buy	2,735 +1,505	+122%	+$174K	0.24%	100
2018 Q4	$139K	Hold	1,230	–	–	0.13%	180
2018 Q3	$141K	Hold	1,230	–	–	0.13%	201
2018 Q2	$141K	Buy	+1,230	New	+$142K	0.12%	204

Other funds holding LQD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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

Squar Milner Financial Services's LQD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 3,145 shares — an estimated $423K sold.

Squar Milner Financial Services first reported a position in LQD in Q2 2018 and held it in 9 quarters. The position peaked at $424K in Q3 2019. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,145 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $423K.
Squar Milner Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $424K 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 Squar Milner Financial Services's 13F filing for Q3 2020.