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Belvedere Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Belvedere Advisors’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
Q2 		$291K Sell
2,343
-6,173
-72% -$741K 8.98% 2
2019
Q1 		$1.01M Buy
+8,516
New +$986K 13.06% 1

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Belvedere Advisors's LQD Position: Q2 2019 in Review

Belvedere Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 72% in Q2 2019, selling an estimated $741K and leaving 2,343 shares worth $291K. The position accounts for 8.98% of the portfolio, ranked #2.

Belvedere Advisors first reported a position in LQD in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2019. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

  • Belvedere Advisors held 2,343 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $291K as of Q2 2019.
  • Belvedere Advisors sold 6,173 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $741K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 8.98% of Belvedere Advisors's portfolio in Q2 2019, its #2 holding.
  • Belvedere Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.01M in Q1 2019.
  • 811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.