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Boston Private Bank & Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Boston Private Bank & Trust’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 		$12K Hold
100
– – ﹤0.01% 798
2014
Q4 		$12K Buy
+100
New +$11.9K ﹤0.01% 826
2014
Q1 		– Sell
-150
Closed -$17K – 1058
2013
Q4 		$17K Hold
150
– – ﹤0.01% 769
2013
Q3 		$17K Hold
150
– – ﹤0.01% 729
2013
Q2 		$17K Buy
+150
New +$17.8K ﹤0.01% 695

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

Boston Private Bank & Trust's LQD Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2015 at 100 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Boston Private Bank & Trust first reported a position in LQD in Q2 2013 and has held it in 5 quarters since. The position peaked at $17K in Q4 2013. 557 funds tracked by Wall St. Rank hold LQD as of Q1 2015.

  • Boston Private Bank & Trust held 100 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2015.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #798 holding.
  • Boston Private Bank & Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • Boston Private Bank & Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17K in Q4 2013.
  • 557 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.