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

Concert Wealth 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
Q2 		– Sell
-2,207
Closed -$258K – 312
2017
Q1 		$258K Buy
2,207
+8
+0.4% +$939 0.06% 391
2016
Q4 		$257K Sell
2,199
-10,974
-83% -$1.3M 0.06% 395
2016
Q3 		$1.63M Buy
13,173
+187
+1% +$23K 0.2% 125
2016
Q2 		$1.59M Buy
12,986
+6,086
+88% +$730K 0.22% 120
2016
Q1 		$821K Sell
6,900
-2,001
-22% -$230K 0.11% 235
2015
Q4 		$1.02M Sell
8,901
-4,100
-32% -$474K 0.14% 185
2015
Q3 		$1.51M Sell
13,001
-397
-3% -$45.9K 0.2% 122
2015
Q2 		$1.55M Sell
13,398
-5,094
-28% -$604K 0.2% 125
2015
Q1 		$915K Sell
18,492
-658
-3% -$79.8K 0.26% 98
2014
Q4 		$2.29M Buy
19,150
+8,865
+86% +$1.06M 0.35% 58
2014
Q3 		$1.22M Sell
10,285
-1,170
-10% -$139K 0.16% 100
2014
Q2 		$1.34M Sell
11,455
-524
-4% -$62K 0.16% 92
2014
Q1 		$1.4M Sell
11,979
-326
-3% -$37.8K 0.17% 84
2013
Q4 		$1.41M Sell
12,305
-1,576
-11% -$180K 0.18% 85
2013
Q3 		$1.58M Sell
13,881
-1,226
-8% -$139K 0.22% 62
2013
Q2 		$1.72M Buy
+15,107
New +$1.8M 0.26% 38

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Concert Wealth Management's LQD Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2017, closing a stake of 2,207 shares — an estimated $258K sold.

Concert Wealth Management first reported a position in LQD in Q2 2013 and held it in 16 quarters. The position peaked at $2.29M in Q4 2014. 669 funds tracked by Wall St. Rank hold LQD as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,207 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $258K.
  • Concert Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.29M in Q4 2014.
  • 669 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.