Stuart Chaussee & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stuart Chaussee & Associates’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	–	Sell	-248	Closed	-$32K	–	99
2019 Q4	$32K	Hold	248	–	–	0.02%	51
2019 Q3	$32K	Hold	248	–	–	0.02%	53
2019 Q2	$31K	Hold	248	–	–	0.02%	55
2019 Q1	$30K	Sell	248 -42	-14%	-$4.87K	0.02%	58
2018 Q4	$33K	Hold	290	–	–	0.03%	40
2018 Q3	$33K	Hold	290	–	–	0.02%	55
2018 Q2	$33K	Buy	+290	New	+$33.4K	0.02%	56
2017 Q3	–	Sell	-66,160	Closed	-$7.97M	–	97
2017 Q2	$7.97M	Buy	+66,160	New	+$7.91M	5.93%	5

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stuart Chaussee & Associates's LQD Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 248 shares — an estimated $32K sold.

Stuart Chaussee & Associates first reported a position in LQD in Q2 2017 and held it in 8 quarters. The position peaked at $7.97M in Q2 2017. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Stuart Chaussee & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 248 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $32K.
Stuart Chaussee & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 8 quarters.
Stuart Chaussee & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.97M in Q2 2017.
931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.