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Stratford Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stratford Consulting’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
Q1 		$75K Buy
605
+3
+0.5% +$382 0.03% 67
2019
Q4 		$77K Buy
+602
New +$76.7K 0.03% 67

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stratford Consulting's LQD Position: Q1 2020 in Review

Stratford Consulting increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.5% in Q1 2020, buying an estimated $382 and bringing the position to 605 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #67.

Stratford Consulting first reported a position in LQD in Q4 2019 and has held it in 2 quarters since. The position peaked at $77K in Q4 2019. 929 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

  • Stratford Consulting held 605 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $75K as of Q1 2020.
  • Stratford Consulting bought 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $382.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Stratford Consulting's portfolio in Q1 2020, its #67 holding.
  • Stratford Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • Stratford Consulting's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $77K in Q4 2019.
  • 929 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.