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

Capital Advisors Ltd’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
2019
Q3 		– Sell
-1,237
Closed -$154K – 432
2019
Q2 		$154K Buy
+1,237
New +$149K 0.04% 168
2018
Q3 		– Sell
-147
Closed -$17K – 484
2018
Q2 		$17K Hold
147
– – 0.01% 298
2018
Q1 		$17K Hold
147
– – 0.01% 290
2017
Q4 		$18K Hold
147
– – 0.01% 287
2017
Q3 		$18K Hold
147
– – 0.01% 289
2017
Q2 		$18K Sell
147
-181
-55% -$21.6K 0.01% 292
2017
Q1 		$39K Buy
328
+92
+39% +$10.8K 0.02% 213
2016
Q4 		$28K Buy
236
+147
+165% +$17.5K 0.01% 235
2016
Q3 		$11K Hold
89
– – ﹤0.01% 285
2016
Q2 		$11K Hold
89
– – 0.01% 271
2016
Q1 		$11K Hold
89
– – 0.01% 262
2015
Q4 		$10K Buy
+89
New +$10.3K 0.01% 261

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return