Altegris Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Altegris Advisors’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
2016 Q4	$6.7M	Buy	+57,188	New	+$6.8M	54.56%	1

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Altegris Advisors's LQD Position: Q4 2016 in Review

Altegris Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2016: 57,188 shares worth $6.7M. The stake represents 54.56% of the portfolio and ranks #1 among its holdings.

650 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

Altegris Advisors held 57,188 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.7M as of Q4 2016.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Altegris Advisors position in Q4 2016.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 54.56% of Altegris Advisors's portfolio in Q4 2016, its #1 holding.
650 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Altegris Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.