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

Advantage Investment 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
2019
Q3 		$20K Buy
158
+14
+10% +$1.76K 0.02% 525
2019
Q2 		$18K Sell
144
-5
-3% -$600 0.01% 552
2019
Q1 		$18K Sell
149
-32
-18% -$3.71K 0.01% 544
2018
Q4 		$20K Buy
181
+157
+654% +$17.7K 0.02% 515
2018
Q3 		$3K Buy
24
+4
+20% +$461 ﹤0.01% 904
2018
Q2 		$2K Sell
20
-60
-75% -$6.91K ﹤0.01% 870
2018
Q1 		$9K Sell
80
-165
-67% -$19.5K ﹤0.01% 691
2017
Q4 		$30K Sell
245
-17
-6% -$2.06K 0.01% 500
2017
Q3 		$32K Sell
262
-42
-14% -$5.08K 0.01% 479
2017
Q2 		$37K Buy
304
+137
+82% +$16.4K 0.01% 454
2017
Q1 		$20K Sell
167
-7,521
-98% -$883K 0.01% 548
2016
Q4 		$901K Sell
7,688
-43,782
-85% -$5.2M 0.33% 62
2016
Q3 		$6.34M Sell
51,470
-1,987
-4% -$245K 2.31% 11
2016
Q2 		$6.56M Buy
53,457
+44,658
+508% +$5.36M 3.08% 4
2016
Q1 		$1.05M Buy
8,799
+2,101
+31% +$241K 0.45% 50
2015
Q4 		$764K Buy
6,698
+6,572
+5,216% +$760K 0.4% 66
2015
Q3 		$15K Sell
126
-863
-87% -$99.8K 0.01% 490
2015
Q2 		$114K Sell
989
-14,912
-94% -$1.77M 0.06% 220
2015
Q1 		$1.94M Buy
+15,901
New +$1.93M 1.1% 26

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Advantage Investment Management's LQD Position: Q3 2019 in Review

Advantage Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.7% in Q3 2019, buying an estimated $1.76K and bringing the position to 158 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #525.

Advantage Investment Management first reported a position in LQD in Q1 2015 and has held it in 19 quarters since. The position peaked at $6.56M in Q2 2016. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

  • Advantage Investment Management held 158 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $20K as of Q3 2019.
  • Advantage Investment Management bought 14 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $1.76K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #525 holding.
  • Advantage Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 19 quarters since.
  • Advantage Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.56M in Q2 2016.
  • 831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.