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Analyst IMS Investment Management Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Analyst IMS Investment Management Services’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
Q1 		– Sell
-3,980
Closed -$449 – 101
2018
Q4 		$449 Sell
3,980
-352
-8% -$39.6K 0.07% 73
2018
Q3 		$498 Sell
4,332
-1,013
-19% -$117K 0.08% 84
2018
Q2 		$612K Buy
5,345
+15
+0.3% +$1.73K 0.19% 72
2018
Q1 		$625K Sell
5,330
-1,493
-22% -$176K 0.2% 73
2017
Q4 		$830K Buy
6,823
+56
+0.8% +$6.78K 0.25% 70
2017
Q3 		$820K Buy
6,767
+726
+12% +$87.7K 0.27% 71
2017
Q2 		$728K Buy
6,041
+782
+15% +$93.5K 0.26% 70
2017
Q1 		$620K Sell
5,259
-142
-3% -$16.7K 0.24% 73
2016
Q4 		$633K Buy
5,401
+1,694
+46% +$201K 0.28% 67
2016
Q3 		$457K Buy
3,707
+181
+5% +$22.3K 0.19% 77
2016
Q2 		$433K Hold
3,526
– – 0.18% 76
2016
Q1 		$419K Buy
+3,526
New +$405K 0.18% 77

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 $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Analyst IMS Investment Management Services's LQD Position: Q1 2019 in Review

Analyst IMS Investment Management Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 3,980 shares — an estimated $449 sold.

Analyst IMS Investment Management Services first reported a position in LQD in Q1 2016 and held it in 12 quarters. The position peaked at $830K in Q4 2017. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Analyst IMS Investment Management Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 3,980 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $449.
  • Analyst IMS Investment Management Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
  • Analyst IMS Investment Management Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $830K in Q4 2017.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2019, filed 15 May 2019.