Butensky & Cohen Financial Security’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Butensky & Cohen Financial Security’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 Q3	–	Sell	-20	Closed	-$2K	–	203
2015 Q2	$2K	Hold	20	–	–	﹤0.01%	124
2015 Q1	$2K	Hold	20	–	–	﹤0.01%	102
2014 Q4	$2K	Buy	+20	New	+$2.38K	﹤0.01%	102

Other funds holding LQD

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Swiss Re Zurich, Switzerland $1.1B AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Butensky & Cohen Financial Security's LQD Position: Q3 2015 in Review

Butensky & Cohen Financial Security sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2015, closing a stake of 20 shares — an estimated $2K sold.

Butensky & Cohen Financial Security first reported a position in LQD in Q4 2014 and held it in 3 quarters. The position peaked at $2K in Q2 2015. 521 funds tracked by Wall St. Rank hold LQD as of Q3 2015.

Butensky & Cohen Financial Security reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
Butensky & Cohen Financial Security sold 20 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $2K.
Butensky & Cohen Financial Security first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Butensky & Cohen Financial Security's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2K in Q2 2015.
521 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2015, filed 13 Oct 2015.