Clear Perspective Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-44	Closed	-$5K	–	310
2018 Q2	$5K	Hold	44	–	–	﹤0.01%	422
2018 Q1	$5K	Hold	44	–	–	﹤0.01%	404
2017 Q4	$5K	Hold	44	–	–	﹤0.01%	390
2017 Q3	$5K	Hold	44	–	–	﹤0.01%	387
2017 Q2	$5K	Buy	+44	New	+$5.26K	﹤0.01%	390

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Clear Perspective Advisors's LQD Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 44 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in LQD in Q2 2017 and held it in 5 quarters. The position peaked at $5K in Q2 2018. 708 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 44 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $5K.
Clear Perspective Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 5 quarters.
Clear Perspective Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5K in Q2 2018.
708 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.