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

Cedar Hill Associates’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	-2,652	Closed	-$311K	–	78
2016 Q4	$311K	Sell	2,652 -1,275	-32%	-$152K	0.05%	68
2016 Q3	$484K	Sell	3,927 -50	-1%	-$6.16K	0.08%	63
2016 Q2	$488K	Sell	3,977 -450	-10%	-$54K	0.08%	62
2016 Q1	$526K	Buy	4,427 +60	+1%	+$6.89K	0.09%	62
2015 Q4	$498K	Sell	4,367 -760	-15%	-$87.9K	0.09%	63
2015 Q3	$595K	Sell	5,127 -725	-12%	-$83.8K	0.11%	62
2015 Q2	$677K	Sell	5,852 -750	-11%	-$88.9K	0.11%	65
2015 Q1	$804K	Buy	6,602 +460	+7%	+$55.8K	0.13%	61
2014 Q4	$733K	Sell	6,142 -1,260	-17%	-$150K	0.12%	65
2014 Q3	$875K	Hold	7,402	–	–	0.14%	64
2014 Q2	$883K	Sell	7,402 -1,045	-12%	-$124K	0.14%	61
2014 Q1	$988K	Sell	8,447 -1,600	-16%	-$186K	0.17%	61
2013 Q4	$1.15M	Sell	10,047 -2,350	-19%	-$268K	0.2%	59
2013 Q3	$1.41M	Buy	12,397 +75	+0.6%	+$8.48K	0.27%	56
2013 Q2	$1.4M	Buy	+12,322	New	+$1.47M	0.27%	60

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cedar Hill Associates's LQD Position: Q1 2017 in Review

Cedar Hill Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 2,652 shares — an estimated $311K sold.

Cedar Hill Associates first reported a position in LQD in Q2 2013 and held it in 15 quarters. The position peaked at $1.41M in Q3 2013. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

Cedar Hill Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Cedar Hill Associates sold 2,652 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $311K.
Cedar Hill Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
Cedar Hill Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.41M in Q3 2013.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Cedar Hill Associates's 13F filing for Q1 2017, filed 12 May 2017.