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Delphi Private Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Delphi Private 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
Q2 		– Sell
-49
Closed -$6K – 125
2017
Q1 		$6K Buy
+49
New +$5.75K 0.01% 75

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Delphi Private Advisors's LQD Position: Q2 2017 in Review

Delphi Private Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2017, closing a stake of 49 shares — an estimated $6K sold.

Delphi Private Advisors first reported a position in LQD in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 669 funds tracked by Wall St. Rank hold LQD as of Q2 2017.

  • Delphi Private Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 49 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $6K.
  • Delphi Private Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Delphi Private Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6K in Q1 2017.
  • 669 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Delphi Private Advisors's 13F filing for Q2 2017, filed 24 Jul 2017.