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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

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return