Crossmark Global Holdings’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Crossmark Global Holdings’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
2019 Q1	–	Sell	-2,848	Closed	-$321K	–	1399
2018 Q4	$321K	Sell	2,848 -11	-0.4%	-$1.24K	0.01%	1039
2018 Q3	$329K	Hold	2,859	–	–	0.01%	1253
2018 Q2	$328K	Sell	2,859 -471	-14%	-$54.2K	0.01%	1239
2018 Q1	$391K	Sell	3,330 -335	-9%	-$39.6K	0.01%	1090
2017 Q4	$446K	Sell	3,665 -697	-16%	-$84.3K	0.01%	1081
2017 Q3	$529K	Buy	+4,362	New	+$527K	0.01%	926
2016 Q3	$529K	Buy	+4,362	New	+$537K	0.01%	926

Other funds holding LQD

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Crossmark Global Holdings's LQD Position: Q1 2019 in Review

Crossmark Global Holdings sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 2,848 shares — an estimated $321K sold.

Crossmark Global Holdings first reported a position in LQD in Q3 2016 and held it in 7 quarters. The position peaked at $529K in Q3 2017. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

Crossmark Global Holdings reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Crossmark Global Holdings sold 2,848 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $321K.
Crossmark Global Holdings first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 7 quarters.
Crossmark Global Holdings's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $529K in Q3 2017.
775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Crossmark Global Holdings's 13F filing for Q1 2019, filed 2 May 2019.