D.L. Carlson Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

D.L. Carlson Investment Group’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	-3,037	Closed	-$356K	–	133
2016 Q4	$356K	Sell	3,037 -273	-8%	-$32.4K	0.12%	117
2016 Q3	$408K	Sell	3,310 -115	-3%	-$14.2K	0.14%	105
2016 Q2	$420K	Buy	3,425 +430	+14%	+$51.6K	0.15%	106
2016 Q1	$356K	Buy	+2,995	New	+$344K	0.13%	104
2013 Q3	–	Sell	-1,585	Closed	-$180K	–	121
2013 Q2	$180K	Buy	+1,585	New	+$188K	0.07%	113

Other funds holding LQD

Fisher Asset Management

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

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return