Advisor Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Advisor Group’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 Q4	$36M	Sell	281,298 -146,994	-34%	-$18.7M	0.25%	75
2019 Q3	$54.7M	Sell	428,292 -152,239	-26%	-$19.2M	0.4%	43
2019 Q2	$72.3M	Sell	580,531 -9,286	-2%	-$1.12M	0.55%	34
2019 Q1	$70.3M	Sell	589,817 -45,117	-7%	-$5.23M	0.58%	29
2018 Q4	$71.7M	Buy	634,934 +49,397	+8%	+$5.55M	0.7%	24
2018 Q3	$67.3M	Buy	585,537 +294,396	+101%	+$33.9M	0.68%	24
2018 Q2	$33.4M	Sell	291,141 -12,926	-4%	-$1.49M	0.46%	37
2018 Q1	$35.7M	Buy	304,067 +97,575	+47%	+$11.5M	0.49%	33
2017 Q4	$25.1M	Sell	206,492 -5,401	-3%	-$653K	0.34%	61
2017 Q3	$25.7M	Buy	211,893 +36,360	+21%	+$4.39M	0.4%	43
2017 Q2	$21.2M	Buy	175,533 +31,152	+22%	+$3.72M	0.37%	50
2017 Q1	$17M	Buy	144,381 +35,607	+33%	+$4.18M	0.34%	49
2016 Q4	$12.7M	Sell	108,774 -11,574	-10%	-$1.38M	0.29%	71
2016 Q3	$14.8M	Buy	120,348 +19,029	+19%	+$2.34M	0.36%	47
2016 Q2	$12.4M	Buy	+101,319	New	+$12.2M	0.33%	58

Other funds holding LQD

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Advisor Group's LQD Position: Q4 2019 in Review

Advisor Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 34% in Q4 2019, selling an estimated $18.7M and leaving 281,298 shares worth $36M. The position accounts for 0.25% of the portfolio, ranked #75.

Advisor Group first reported a position in LQD in Q2 2016 and has held it in 15 quarters since. The position peaked at $72.3M in Q2 2019. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Advisor Group held 281,298 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $36M as of Q4 2019.
Advisor Group sold 146,994 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $18.7M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of Advisor Group's portfolio in Q4 2019, its #75 holding.
Advisor Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $72.3M in Q2 2019.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.