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AG
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
$1.37T AUM
24.88%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
AIMU
Allianz Investment Management US
Minneapolis, Minnesota
$160M AUM
4.75%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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