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Watson Rebecca’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Watson Rebecca’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 		$1.08M Sell
7,992
-1,258
-14% -$172K 0.63% 25
2020
Q2 		$1.24M Buy
9,250
+4,384
+90% +$570K 0.74% 22
2020
Q1 		$633K Sell
4,866
-6,283
-56% -$801K 0.44% 40
2019
Q4 		$1.43M Buy
+11,149
New +$1.42M 0.87% 27

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Watson Rebecca's LQD Position: Q3 2020 in Review

Watson Rebecca reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q3 2020, selling an estimated $172K and leaving 7,992 shares worth $1.08M. The position accounts for 0.63% of the portfolio, ranked #25.

Watson Rebecca first reported a position in LQD in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2019. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2020.

  • Watson Rebecca held 7,992 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.08M as of Q3 2020.
  • Watson Rebecca sold 1,258 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $172K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.63% of Watson Rebecca's portfolio in Q3 2020, its #25 holding.
  • Watson Rebecca first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.43M in Q4 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.