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Winslow Evans & Crocker’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Winslow Evans & Crocker’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 		$384K Buy
2,776
+2,391
+621% +$326K 0.07% 227
2020
Q3 		$51K Sell
385
-110
-22% -$15K 0.01% 456
2020
Q2 		$66K Buy
495
+161
+48% +$20.9K 0.02% 417
2020
Q1 		$42K Buy
334
+92
+38% +$11.7K 0.01% 454
2019
Q4 		$32K Sell
242
-46
-16% -$5.86K 0.01% 588
2019
Q3 		$38K Sell
288
-110
-28% -$13.9K 0.01% 546
2019
Q2 		$50K Sell
398
-74
-16% -$8.89K 0.01% 509
2019
Q1 		$58K Buy
472
+452
+2,260% +$52.4K 0.02% 467
2018
Q4 		$4K Hold
20
– – ﹤0.01% 948
2018
Q3 		$4K Hold
20
– – ﹤0.01% 962
2018
Q2 		$4K Hold
20
– – ﹤0.01% 969
2018
Q1 		$2.35K Sell
20
-90
-82% -$10.6K ﹤0.01% 1005
2017
Q4 		$13.3K Sell
110
-138
-56% -$16.7K ﹤0.01% 750
2017
Q3 		$29.9K Buy
248
+17
+7% +$2.05K 0.01% 580
2017
Q2 		$27.8K Sell
231
-109
-32% -$13K 0.01% 688
2017
Q1 		$40K Sell
340
-180
-35% -$21.1K 0.01% 582
2016
Q4 		$60.9K Buy
520
+150
+41% +$17.8K 0.02% 490
2016
Q3 		$45.5K Sell
370
-4
-1% -$493 0.01% 561
2016
Q2 		$45.9K Buy
374
+3
+0.8% +$360 0.01% 532
2016
Q1 		$44.1K Buy
371
+193
+108% +$22.2K 0.01% 528
2015
Q4 		$20.2K Sell
178
-90
-34% -$10.4K 0.01% 747
2015
Q3 		$31K Buy
268
+48
+22% +$5.55K 0.01% 605
2015
Q2 		$25.5K Buy
220
+2
+0.9% +$237 0.01% 702
2015
Q1 		$26.4K Sell
218
-20
-8% -$2.43K 0.01% 672
2014
Q4 		$28.3K Hold
238
– – 0.01% 654
2014
Q3 		$28K Sell
238
-2,152
-90% -$256K 0.01% 677
2014
Q2 		$285K Sell
2,390
-160
-6% -$18.9K 0.09% 220
2014
Q1 		$298K Sell
2,550
-52
-2% -$6.03K 0.1% 215
2013
Q4 		$297K Buy
+2,602
New +$297K 0.1% 220

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

Winslow Evans & Crocker's LQD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 621% in Q4 2020, buying an estimated $326K and bringing the position to 2,776 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #227.

Winslow Evans & Crocker first reported a position in LQD in Q4 2013 and has held it in 29 quarters since. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

  • Winslow Evans & Crocker held 2,776 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $384K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,391 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $326K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Winslow Evans & Crocker's portfolio in Q4 2020, its #227 holding.
  • Winslow Evans & Crocker first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.