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

Vigilant 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
2021 Q3	–	Sell	-200	Closed	-$27K	–	809
2021 Q2	$27K	Buy	+200	New	+$26.4K	﹤0.01%	321
2020 Q4	–	Sell	-60	Closed	-$8K	–	354
2020 Q3	$8K	Buy	+60	New	+$8.18K	﹤0.01%	320
2018 Q2	–	Sell	-610	Closed	-$72K	–	492
2018 Q1	$72K	Sell	610 -340	-36%	-$40.2K	0.01%	194
2017 Q4	$115K	Buy	950 +110	+13%	+$13.3K	0.02%	154
2017 Q3	$102K	Sell	840 -82	-9%	-$9.91K	0.02%	138
2017 Q2	$111K	Buy	922 +422	+84%	+$50.4K	0.02%	132
2017 Q1	$59K	Hold	500	–	–	0.01%	152
2016 Q4	$59K	Hold	500	–	–	0.01%	155
2016 Q3	$62K	Hold	500	–	–	0.01%	157
2016 Q2	$61K	Hold	500	–	–	0.01%	152
2016 Q1	$59K	Hold	500	–	–	0.01%	139
2015 Q4	$57K	Hold	500	–	–	0.01%	154
2015 Q3	$58K	Hold	500	–	–	0.01%	150
2015 Q2	$58K	Hold	500	–	–	0.01%	166
2015 Q1	$61K	Hold	500	–	–	0.01%	161
2014 Q4	$60K	Hold	500	–	–	0.01%	176
2014 Q3	$59K	Hold	500	–	–	0.01%	146
2014 Q2	$60K	Hold	500	–	–	0.01%	138
2014 Q1	$58K	Buy	+500	New	+$58K	0.01%	144

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vigilant Capital Management's LQD Position: Q3 2021 in Review

Vigilant Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 200 shares — an estimated $27K sold.

Vigilant Capital Management first reported a position in LQD in Q1 2014 and held it in 19 quarters. The position peaked at $115K in Q4 2017. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Vigilant Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Vigilant Capital Management sold 200 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $27K.
Vigilant Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 19 quarters.
Vigilant Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $115K in Q4 2017.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Vigilant Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.