Cornerstone Advisors (Washington)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cornerstone Advisors (Washington)’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 Q1	–	Sell	-20	Closed	-$2K	–	939
2016 Q4	$2K	Buy	+20	New	+$2.38K	﹤0.01%	815
2016 Q2	–	Sell	-1,626	Closed	-$193K	–	878
2016 Q1	$193K	Buy	+1,626	New	+$187K	0.2%	63

Other funds holding LQD

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

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

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

NMIFOAC

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

EFS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cornerstone Advisors (Washington)'s LQD Position: Q1 2017 in Review

Cornerstone Advisors (Washington) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 20 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in LQD in Q1 2016 and held it in 2 quarters. The position peaked at $193K in Q1 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

Cornerstone Advisors (Washington) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 20 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $2K.
Cornerstone Advisors (Washington) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
Cornerstone Advisors (Washington)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $193K in Q1 2016.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2017, filed 27 Apr 2017.