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

Catamount 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
2019
Q1 		$5K Hold
43
– – ﹤0.01% 156
2018
Q4 		$5K Buy
+43
New +$4.83K ﹤0.01% 163
2015
Q3 		– Sell
-5
Closed -$1K – 179
2015
Q2 		$1K Hold
5
– – ﹤0.01% 186
2015
Q1 		$1K Buy
+5
New +$606 ﹤0.01% 156

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Catamount Wealth Management's LQD Position: Q1 2019 in Review

Catamount Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2019 at 43 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Catamount Wealth Management first reported a position in LQD in Q1 2015 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Catamount Wealth Management held 43 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5K as of Q1 2019.
  • Catamount Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2019.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #156 holding.
  • Catamount Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.