CC
LQD icon

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

Cedar Capital’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
2017
Q1 		– Sell
-2,144
Closed -$251K – 109
2016
Q4 		$251K Sell
2,144
-1,147
-35% -$136K 0.1% 74
2016
Q3 		$405K Buy
3,291
+472
+17% +$58.1K 0.15% 51
2016
Q2 		$346K Sell
2,819
-1,357
-32% -$163K 0.11% 57
2016
Q1 		$496K Buy
+4,176
New +$480K 0.15% 49

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cedar Capital's LQD Position: Q1 2017 in Review

Cedar Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 2,144 shares — an estimated $251K sold.

Cedar Capital first reported a position in LQD in Q1 2016 and held it in 4 quarters. The position peaked at $496K in Q1 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

  • Cedar Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Cedar Capital sold 2,144 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $251K.
  • Cedar Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 4 quarters.
  • Cedar Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $496K in Q1 2016.
  • 653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Cedar Capital's 13F filing for Q1 2017, filed 4 May 2017.