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Sunflower Bank Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sunflower Bank Wealth 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
2020
Q3 		$3.76M Buy
27,948
+1,070
+4% +$146K 1.26% 15
2020
Q2 		$3.62M Buy
26,878
+1,553
+6% +$202K 1.21% 15
2020
Q1 		$3.13M Buy
25,325
+21,590
+578% +$2.75M 1.19% 16
2019
Q4 		$478K Sell
3,735
-75
-2% -$9.55K 0.15% 92
2019
Q3 		$485K Sell
3,810
-60
-2% -$7.56K 0.16% 89
2019
Q2 		$481K Sell
3,870
-45
-1% -$5.4K 0.16% 90
2019
Q1 		$466K Sell
3,915
-170
-4% -$19.7K 0.14% 96
2018
Q4 		$461K Hold
4,085
– – 0.15% 92
2018
Q3 		$470K Hold
4,085
– – 0.13% 99
2018
Q2 		$468K Sell
4,085
-275
-6% -$31.7K 0.14% 95
2018
Q1 		$512K Sell
4,360
-125
-3% -$14.8K 0.14% 91
2017
Q4 		$545K Hold
4,485
– – 0.15% 84
2017
Q3 		$544K Hold
4,485
– – 0.2% 54
2017
Q2 		$540K Buy
4,485
+790
+21% +$94.4K 0.18% 61
2017
Q1 		$435K Sell
3,695
-200
-5% -$23.5K 0.15% 67
2016
Q4 		$457K Sell
3,895
-451
-10% -$53.6K 0.16% 61
2016
Q3 		$536K Sell
4,346
-579
-12% -$71.3K 0.2% 60
2016
Q2 		$604K Hold
4,925
– – 0.21% 56
2016
Q1 		$585K Sell
4,925
-2,025
-29% -$233K 0.21% 54
2015
Q4 		$792K Sell
6,950
-200
-3% -$23.1K 0.28% 51
2015
Q3 		$830K Sell
7,150
-37,386
-84% -$4.32M 0.3% 46
2015
Q2 		$5.15M Sell
44,536
-1,858
-4% -$220K 1.75% 13
2015
Q1 		$5.65M Sell
46,394
-40
-0.1% -$4.85K 1.86% 9
2014
Q4 		$5.54M Buy
46,434
+19,480
+72% +$2.32M 1.77% 10
2014
Q3 		$3.19M Sell
26,954
-614
-2% -$73K 1.09% 19
2014
Q2 		$3.29M Sell
27,568
-932
-3% -$110K 1.34% 18
2014
Q1 		$3.33M Buy
28,500
+85
+0.3% +$9.86K 1.62% 11
2013
Q4 		$3.24M Sell
28,415
-24,565
-46% -$2.81M 1.64% 12
2013
Q3 		$6.01M Sell
52,980
-22,949
-30% -$2.6M 3.26% 4
2013
Q2 		$8.63M Buy
+75,929
New +$9.03M 4.67% 4

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Sunflower Bank Wealth Management's LQD Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4% in Q3 2020, buying an estimated $146K and bringing the position to 27,948 shares worth $3.76M. The position accounts for 1.26% of the portfolio, ranked #15.

Sunflower Bank Wealth Management first reported a position in LQD in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.63M in Q2 2013. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • Sunflower Bank Wealth Management held 27,948 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.76M as of Q3 2020.
  • Sunflower Bank Wealth Management bought 1,070 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $146K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.26% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #15 holding.
  • Sunflower Bank Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.63M in Q2 2013.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.