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

Bray Capital 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
2018 Q2	–	Sell	-35	Closed	-$4K	–	348
2018 Q1	$4K	Buy	+35	New	+$4.13K	﹤0.01%	330
2015 Q4	–	Sell	-695	Closed	-$81K	–	231
2015 Q3	$81K	Hold	695	–	–	0.05%	179
2015 Q2	$80K	Buy	+695	New	+$82.3K	0.05%	186

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bray Capital Advisors's LQD Position: Q2 2018 in Review

Bray Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 35 shares — an estimated $4K sold.

Bray Capital Advisors first reported a position in LQD in Q2 2015 and held it in 3 quarters. The position peaked at $81K in Q3 2015. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

Bray Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Bray Capital Advisors sold 35 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $4K.
Bray Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2015 and held it in 3 quarters.
Bray Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $81K in Q3 2015.
723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Bray Capital Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.