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

Braver 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
2016
Q4 		$12.6M Buy
107,148
+7,959
+8% +$946K 2.04% 8
2016
Q3 		$12.2M Sell
99,189
-51,570
-34% -$6.35M 2.05% 11
2016
Q2 		$18.5M Buy
150,759
+60,825
+68% +$7.29M 3.16% 7
2016
Q1 		$10.7M Sell
89,934
-63,572
-41% -$7.3M 1.76% 12
2015
Q4 		$17.5M Buy
153,506
+95,703
+166% +$11.1M 3.6% 6
2015
Q3 		$6.71M Buy
57,803
+7,518
+15% +$869K 1.66% 13
2015
Q2 		$5.82M Sell
50,285
-1,860
-4% -$220K 1.41% 16
2015
Q1 		$6.35M Sell
52,145
-2,914
-5% -$353K 1.3% 18
2014
Q4 		$6.58M Buy
55,059
+10,060
+22% +$1.2M 1.35% 20
2014
Q3 		$5.32M Buy
44,999
+568
+1% +$67.5K 1.6% 15
2014
Q2 		$5.3M Sell
44,431
-1,079
-2% -$128K 1.37% 17
2014
Q1 		$5.32M Buy
45,510
+1,018
+2% +$118K 1.53% 16
2013
Q4 		$5.08M Sell
44,492
-365
-0.8% -$41.7K 1.76% 12
2013
Q3 		$5.09M Buy
44,857
+46
+0.1% +$5.2K 1.76% 13
2013
Q2 		$5.09M Buy
+44,811
New +$5.33M 2.34% 10

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Braver Wealth Management's LQD Position: Q4 2016 in Review

Braver Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8% in Q4 2016, buying an estimated $946K and bringing the position to 107,148 shares worth $12.6M. The position accounts for 2.04% of the portfolio, ranked #8.

Braver Wealth Management first reported a position in LQD in Q2 2013 and has held it in 15 quarters since. The position peaked at $18.5M in Q2 2016. 650 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

  • Braver Wealth Management held 107,148 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.6M as of Q4 2016.
  • Braver Wealth Management bought 7,959 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $946K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.04% of Braver Wealth Management's portfolio in Q4 2016, its #8 holding.
  • Braver Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
  • Braver Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $18.5M in Q2 2016.
  • 650 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.