BWM
LQD icon

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

BigSur Wealth 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
2018
Q2 		– Sell
-9,600
Closed -$1.13M – 108
2018
Q1 		$1.13M Hold
9,600
– – 0.8% 23
2017
Q4 		$1.17M Hold
9,600
– – 1.16% 17
2017
Q3 		$1.16M Buy
+9,600
New +$1.16M 1.17% 15

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BigSur Wealth Management's LQD Position: Q2 2018 in Review

BigSur Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 9,600 shares — an estimated $1.13M sold.

BigSur Wealth Management first reported a position in LQD in Q3 2017 and held it in 3 quarters. The position peaked at $1.17M in Q4 2017. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

  • BigSur Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • BigSur Wealth Management sold 9,600 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $1.13M.
  • BigSur Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and held it in 3 quarters.
  • BigSur Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.17M in Q4 2017.
  • 723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on BigSur Wealth Management's 13F filing for Q2 2018, filed 1 Aug 2018.