Cavalier Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cavalier Investments’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 Q3	–	Sell	-6,719	Closed	-$825K	–	154
2016 Q2	$825K	Buy	6,719 +600	+10%	+$72K	0.48%	42
2016 Q1	$727K	Sell	6,119 -214	-3%	-$24.6K	0.42%	47
2015 Q4	$722K	Buy	+6,333	New	+$732K	0.43%	43

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

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

NMIFOAC

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

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

Cavalier Investments's LQD Position: Q3 2016 in Review

Cavalier Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2016, closing a stake of 6,719 shares — an estimated $825K sold.

Cavalier Investments first reported a position in LQD in Q4 2015 and held it in 3 quarters. The position peaked at $825K in Q2 2016. 621 funds tracked by Wall St. Rank hold LQD as of Q3 2016.

Cavalier Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
Cavalier Investments sold 6,719 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $825K.
Cavalier Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 3 quarters.
Cavalier Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $825K in Q2 2016.
621 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.