Commonwealth Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Commonwealth Financial Services’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 Q3	–	Sell	-30	Closed	-$4K	–	247
2016 Q2	$4K	Hold	30	–	–	﹤0.01%	219
2016 Q1	$4K	Hold	30	–	–	0.01%	193
2015 Q4	$3K	Hold	30	–	–	0.01%	207
2015 Q3	$3K	Hold	30	–	–	﹤0.01%	202
2015 Q2	$3K	Hold	30	–	–	﹤0.01%	219
2015 Q1	$4K	Hold	30	–	–	﹤0.01%	219
2014 Q4	$4K	Buy	+30	New	+$3.58K	﹤0.01%	209

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

EFS

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Financial Services's LQD Position: Q3 2016 in Review

Commonwealth Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2016, closing a stake of 30 shares — an estimated $4K sold.

Commonwealth Financial Services first reported a position in LQD in Q4 2014 and held it in 7 quarters. The position peaked at $4K in Q2 2016. 621 funds tracked by Wall St. Rank hold LQD as of Q3 2016.

Commonwealth Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
Commonwealth Financial Services sold 30 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $4K.
Commonwealth Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 7 quarters.
Commonwealth Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4K in Q2 2016.
621 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Commonwealth Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.