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Assured Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Assured Investment Management’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
2015
Q1 		– Sell
-242
Closed -$29K – 604
2014
Q4 		$29K Buy
+242
New +$28.8K ﹤0.01% 215

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Assured Investment Management's LQD Position: Q1 2015 in Review

Assured Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2015, closing a stake of 242 shares — an estimated $29K sold.

Assured Investment Management first reported a position in LQD in Q4 2014 and held it in 1 quarter. The position peaked at $29K in Q4 2014. 557 funds tracked by Wall St. Rank hold LQD as of Q1 2015.

  • Assured Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Assured Investment Management sold 242 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2015, an estimated $29K.
  • Assured Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 1 quarter.
  • Assured Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $29K in Q4 2014.
  • 557 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Assured Investment Management's 13F filing for Q1 2015, filed 15 May 2015.