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Courier Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Courier Capital’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
2018
Q4 		– Sell
-2,015
Closed -$232K – 274
2018
Q3 		$232K Hold
2,015
– – 0.03% 254
2018
Q2 		$231K Hold
2,015
– – 0.03% 255
2018
Q1 		$237K Sell
2,015
-400
-17% -$47.3K 0.03% 254
2017
Q4 		$294K Sell
2,415
-520
-18% -$62.9K 0.04% 225
2017
Q3 		$356K Sell
2,935
-650
-18% -$78.5K 0.05% 191
2017
Q2 		$432K Sell
3,585
-2,050
-36% -$245K 0.07% 165
2017
Q1 		$664K Sell
5,635
-3,283
-37% -$386K 0.12% 127
2016
Q4 		$1.04M Sell
8,918
-925
-9% -$110K 0.2% 102
2016
Q3 		$1.21M Sell
9,843
-3,115
-24% -$384K 0.24% 84
2016
Q2 		$1.59M Sell
12,958
-558
-4% -$66.9K 0.32% 69
2016
Q1 		$1.61M Sell
13,516
-1,073
-7% -$123K 0.33% 68
2015
Q4 		$1.66M Sell
14,589
-1,780
-11% -$206K 0.36% 65
2015
Q3 		$1.9M Sell
16,369
-1,085
-6% -$125K 0.42% 60
2015
Q2 		$2.02M Sell
17,454
-282
-2% -$33.4K 0.41% 61
2015
Q1 		$2.16M Sell
17,736
-600
-3% -$72.8K 0.43% 60
2014
Q4 		$2.19M Sell
18,336
-2,417
-12% -$288K 0.44% 58
2014
Q3 		$2.45M Sell
20,753
-1,800
-8% -$214K 0.5% 50
2014
Q2 		$2.69M Buy
22,553
+500
+2% +$59.2K 0.53% 46
2014
Q1 		$2.58M Buy
+22,053
New +$2.56M 0.53% 48
2013
Q4 		– Sell
-24,763
Closed -$2.81M – 289
2013
Q3 		$2.81M Sell
24,763
-1,494
-6% -$169K 0.65% 37
2013
Q2 		$2.98M Buy
+26,257
New +$3.12M 0.74% 33

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

Courier Capital's LQD Position: Q4 2018 in Review

Courier Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 2,015 shares — an estimated $232K sold.

Courier Capital first reported a position in LQD in Q2 2013 and held it in 21 quarters. The position peaked at $2.98M in Q2 2013. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

  • Courier Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Courier Capital sold 2,015 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $232K.
  • Courier Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 21 quarters.
  • Courier Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.98M in Q2 2013.
  • 749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Courier Capital's 13F filing for Q4 2018, filed 8 Feb 2019.