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Swift Run Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Swift Run Capital 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
Q4 		$207K Hold
1,500
– – 0.4% 43
2020
Q3 		$202K Hold
1,500
– – 0.4% 45
2020
Q2 		$202K Buy
+1,500
New +$195K 0.34% 48

Other funds holding LQD

BlackRock
BlackRock New York $5.72T 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
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Swift Run Capital Management's LQD Position: Q4 2020 in Review

Swift Run Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2020 at 1,500 shares worth $207K. The position accounts for 0.4% of the portfolio, ranked #43.

Swift Run Capital Management first reported a position in LQD in Q2 2020 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • Swift Run Capital Management held 1,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $207K as of Q4 2020.
  • Swift Run Capital Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2020.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.4% of Swift Run Capital Management's portfolio in Q4 2020, its #43 holding.
  • Swift Run Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.