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Badgley, Phelps & Bell’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Badgley, Phelps & Bell’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
2014
Q3 		– Sell
-2,525
Closed -$301K – 180
2014
Q2 		$301K Buy
+2,525
New +$299K 0.03% 120

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Badgley, Phelps & Bell's LQD Position: Q3 2014 in Review

Badgley, Phelps & Bell sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2014, closing a stake of 2,525 shares — an estimated $301K sold.

Badgley, Phelps & Bell first reported a position in LQD in Q2 2014 and held it in 1 quarter. The position peaked at $301K in Q2 2014. 464 funds tracked by Wall St. Rank hold LQD as of Q3 2014.

  • Badgley, Phelps & Bell reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 2,525 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2014, an estimated $301K.
  • Badgley, Phelps & Bell first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and held it in 1 quarter.
  • Badgley, Phelps & Bell's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $301K in Q2 2014.
  • 464 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2014.

Based on Badgley, Phelps & Bell's 13F filing for Q3 2014, filed 12 Nov 2014.