AC
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AFAM Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

AFAM Capital’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
2018
Q3 		– Sell
-1,996
Closed -$229K – 179
2018
Q2 		$229K Sell
1,996
-49,294
-96% -$5.68M 0.03% 186
2018
Q1 		$6.02M Sell
51,290
-1,886
-4% -$223K 0.66% 66
2017
Q4 		$6.46M Buy
53,176
+1,721
+3% +$208K 0.71% 56
2017
Q3 		$6.24M Buy
51,455
+4,209
+9% +$509K 0.75% 52
2017
Q2 		$5.69M Buy
47,246
+20,754
+78% +$2.48M 0.73% 53
2017
Q1 		$3.12M Buy
26,492
+2,691
+11% +$316K 0.43% 100
2016
Q4 		$2.79M Buy
23,801
+4,151
+21% +$493K 0.42% 96
2016
Q3 		$2.42M Buy
19,650
+113
+0.6% +$13.9K 0.39% 103
2016
Q2 		$2.4M Buy
+19,537
New +$2.34M 0.4% 103

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return