CT Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CT Financial Advisors’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	$2.1M	Buy	17,806 +135	+0.8%	+$15.9K	1.29%	20
2016 Q4	$2.07M	Sell	17,671 -2,153	-11%	-$256K	1.31%	19
2016 Q3	$2.44M	Sell	19,824 -149	-0.7%	-$18.4K	1.49%	15
2016 Q2	$2.45M	Sell	19,973 -2,412	-11%	-$289K	1.51%	14
2016 Q1	$2.66M	Buy	22,385 +88	+0.4%	+$10.1K	1.5%	15
2015 Q4	$2.54M	Buy	22,297 +492	+2%	+$56.9K	1.46%	17
2015 Q3	$2.53M	Buy	21,805 +511	+2%	+$59.1K	1.59%	13
2015 Q2	$2.46M	Sell	21,294 -1,044	-5%	-$124K	1.4%	14
2015 Q1	$2.72M	Buy	22,338 +166	+0.7%	+$20.1K	1.51%	14
2014 Q4	$2.65M	Buy	+22,172	New	+$2.64M	2%	8
2014 Q1	$2.72M	Buy	+22,338	New	+$2.59M	1.51%	14

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

CT Financial Advisors's LQD Position: Q1 2017 in Review

CT Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.76% in Q1 2017, buying an estimated $15.9K and bringing the position to 17,806 shares worth $2.1M. The position accounts for 1.29% of the portfolio, ranked #20.

CT Financial Advisors first reported a position in LQD in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.72M in Q1 2015. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

CT Financial Advisors held 17,806 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.1M as of Q1 2017.
CT Financial Advisors bought 135 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $15.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.29% of CT Financial Advisors's portfolio in Q1 2017, its #20 holding.
CT Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.72M in Q1 2015.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.