SFSG
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Stearns Financial Services Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stearns Financial Services Group’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 		$2K Hold
17
– – ﹤0.01% 206
2020
Q2 		$2K Hold
17
– – ﹤0.01% 191
2020
Q1 		$2K Hold
17
– – ﹤0.01% 199
2019
Q4 		$2K Hold
17
– – ﹤0.01% 182
2019
Q3 		$2K Sell
17
-9
-35% -$1.13K ﹤0.01% 167
2019
Q2 		$3K Buy
26
+9
+53% +$1.08K ﹤0.01% 170
2019
Q1 		$2K Hold
17
– – ﹤0.01% 167
2018
Q4 		$2K Hold
17
– – ﹤0.01% 167
2018
Q3 		$2K Buy
+17
New +$1.96K ﹤0.01% 170

Other funds holding LQD

BlackRock
BlackRock New York $5.7T 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 $431B 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 $5.63B AUM 85.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return