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

Cetera Investment 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
2017 Q3	–	Sell	-29,016	Closed	-$3.5M	–	42
2017 Q2	$3.5M	Sell	29,016 -3,043	-9%	-$364K	4.42%	3
2017 Q1	$3.78M	Sell	32,059 -4,867	-13%	-$572K	4.33%	3
2016 Q4	$4.33M	Sell	36,926 -8,363	-18%	-$994K	3.24%	5
2016 Q3	$5.58M	Sell	45,289 -2,119	-4%	-$261K	3.59%	4
2016 Q2	$5.82M	Sell	47,408 -2,868	-6%	-$344K	3.43%	4
2016 Q1	$5.98M	Buy	50,276 +130	+0.3%	+$14.9K	3.09%	4
2015 Q4	$5.71M	Buy	+50,146	New	+$5.8M	2.3%	6

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

Cetera Investment Management's LQD Position: Q3 2017 in Review

Cetera Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2017, closing a stake of 29,016 shares — an estimated $3.5M sold.

Cetera Investment Management first reported a position in LQD in Q4 2015 and held it in 7 quarters. The position peaked at $5.98M in Q1 2016. 677 funds tracked by Wall St. Rank hold LQD as of Q3 2017.

Cetera Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Cetera Investment Management sold 29,016 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $3.5M.
Cetera Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 7 quarters.
Cetera Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.98M in Q1 2016.
677 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.