Asset Planning Services (Pennsylvania)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-3	Closed	–	–	181
2019 Q3	$0	Sell	3 -5	-63%	-$630	﹤0.01%	278
2019 Q2	$1K	Sell	8 -4	-33%	-$480	﹤0.01%	255
2019 Q1	$1K	Sell	12 -4	-25%	-$463	﹤0.01%	252
2018 Q4	$2K	Hold	16	–	–	﹤0.01%	245
2018 Q3	$2K	Buy	16 +9	+129%	+$1.04K	﹤0.01%	247
2018 Q2	$1K	Hold	7	–	–	﹤0.01%	258
2018 Q1	$1K	Buy	7 +4	+133%	+$473	﹤0.01%	262
2017 Q4	$0	Sell	3 -2	-40%	-$242	﹤0.01%	291
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	288
2017 Q2	$1K	Buy	+5	New	+$598	﹤0.01%	289

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 $666B 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s LQD Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 3 shares.

Asset Planning Services (Pennsylvania) first reported a position in LQD in Q2 2017 and held it in 10 quarters. The position peaked at $2K in Q4 2018. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019.
Asset Planning Services (Pennsylvania) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 10 quarters.
Asset Planning Services (Pennsylvania)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2K in Q4 2018.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.