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Cleary Gull Holdings’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cleary Gull Holdings’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
Q1 		$8K Hold
70
– – 0.01% 79
2015
Q4 		$8K Buy
+70
New +$8.09K ﹤0.01% 80

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Cleary Gull Holdings's LQD Position: Q1 2016 in Review

Cleary Gull Holdings held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2016 at 70 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #79.

Cleary Gull Holdings first reported a position in LQD in Q4 2015 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold LQD as of Q1 2016.

  • Cleary Gull Holdings held 70 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8K as of Q1 2016.
  • Cleary Gull Holdings left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2016.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #79 holding.
  • Cleary Gull Holdings first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.