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Bingham Osborn & Scarborough’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bingham Osborn & Scarborough’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
Q2 		– Sell
-5,583
Closed -$653K – 121
2014
Q1 		$653K Buy
+5,583
New +$647K 0.09% 53

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
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bingham Osborn & Scarborough's LQD Position: Q2 2014 in Review

Bingham Osborn & Scarborough sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2014, closing a stake of 5,583 shares — an estimated $653K sold.

Bingham Osborn & Scarborough first reported a position in LQD in Q1 2014 and held it in 1 quarter. The position peaked at $653K in Q1 2014. 467 funds tracked by Wall St. Rank hold LQD as of Q2 2014.

  • Bingham Osborn & Scarborough reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 5,583 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2014, an estimated $653K.
  • Bingham Osborn & Scarborough first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $653K in Q1 2014.
  • 467 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2014.

Based on Bingham Osborn & Scarborough's 13F filing for Q2 2014, filed 6 Aug 2014.