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Arthur Zaske & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Arthur Zaske & Associates’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 		– Sell
-6,308
Closed -$777K – 81
2016
Q3 		$777K Buy
+6,308
New +$777K 1.16% 18

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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

Arthur Zaske & Associates's LQD Position: Q4 2016 in Review

Arthur Zaske & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2016, closing a stake of 6,308 shares — an estimated $777K sold.

Arthur Zaske & Associates first reported a position in LQD in Q3 2016 and held it in 1 quarter. The position peaked at $777K in Q3 2016. 650 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

  • Arthur Zaske & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Arthur Zaske & Associates sold 6,308 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $777K.
  • Arthur Zaske & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • Arthur Zaske & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $777K in Q3 2016.
  • 650 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Arthur Zaske & Associates's 13F filing for Q4 2016, filed 7 Feb 2017.