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TCG Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TCG Advisors’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 		– Sell
-21,137
Closed -$2.84M – 75
2020
Q2 		$2.84M Buy
+21,137
New +$2.75M 1.58% 16
2020
Q1 		– Sell
-2,174
Closed -$278K – 124
2019
Q4 		$278K Buy
2,174
+2
+0.1% +$255 0.17% 113
2019
Q3 		$277K Buy
2,172
+1,831
+537% +$231K 0.2% 109
2019
Q2 		$42K Buy
+341
New +$41K 0.04% 155

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

TCG Advisors's LQD Position: Q3 2020 in Review

TCG Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2020, closing a stake of 21,137 shares — an estimated $2.84M sold.

TCG Advisors first reported a position in LQD in Q2 2019 and held it in 4 quarters. The position peaked at $2.84M in Q2 2020. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • TCG Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 21,137 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $2.84M.
  • TCG Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
  • TCG Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.84M in Q2 2020.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.