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Steinberg Global Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Steinberg Global Asset 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
Q1 		$342K Hold
2,875
– – 0.05% 210
2018
Q4 		$324K Buy
+2,875
New +$323K 0.06% 201

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 $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Steinberg Global Asset Management's LQD Position: Q1 2019 in Review

Steinberg Global Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2019 at 2,875 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #210.

Steinberg Global Asset Management first reported a position in LQD in Q4 2018 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Steinberg Global Asset Management held 2,875 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $342K as of Q1 2019.
  • Steinberg Global Asset Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2019.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Steinberg Global Asset Management's portfolio in Q1 2019, its #210 holding.
  • Steinberg Global Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.