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Edelman Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Edelman Financial Services’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
-8,739,941
Closed -$1B – 17
2018
Q3 		$1B Buy
8,739,941
+206,936
+2% +$23.9M 9.14% 4
2018
Q2 		$978M Buy
8,533,005
+306,965
+4% +$35.3M 9.29% 4
2018
Q1 		$966M Buy
8,226,040
+395,472
+5% +$46.7M 9.56% 4
2017
Q4 		$952M Buy
7,830,568
+310,347
+4% +$37.5M 9.68% 5
2017
Q3 		$912M Buy
7,520,221
+177,803
+2% +$21.5M 9.79% 5
2017
Q2 		$885M Buy
7,342,418
+199,693
+3% +$23.9M 10.03% 4
2017
Q1 		$842M Buy
7,142,725
+303,315
+4% +$35.6M 9.92% 4
2016
Q4 		$801M Buy
6,839,410
+509,814
+8% +$60.6M 10.08% 4
2016
Q3 		$780M Buy
6,329,596
+126,790
+2% +$15.6M 10.21% 4
2016
Q2 		$761M Buy
6,202,806
+120,970
+2% +$14.5M 10.37% 5
2016
Q1 		$723M Buy
6,081,836
+136,029
+2% +$15.6M 10.44% 4
2015
Q4 		$678M Buy
5,945,807
+125,924
+2% +$14.6M 10.22% 4
2015
Q3 		$676M Buy
5,819,883
+145,815
+3% +$16.9M 10.92% 3
2015
Q2 		$657M Buy
5,674,068
+167,008
+3% +$19.8M 10.13% 3
2015
Q1 		$670M Buy
5,507,060
+153,075
+3% +$18.6M 10.45% 3
2014
Q4 		$639M Buy
5,353,985
+131,414
+3% +$15.7M 10.46% 4
2014
Q3 		$617M Buy
5,222,571
+215,931
+4% +$25.7M 10.62% 4
2014
Q2 		$597M Buy
5,006,640
+172,812
+4% +$20.4M 10.34% 5
2014
Q1 		$565M Buy
4,833,828
+159,267
+3% +$18.5M 10.56% 4
2013
Q4 		$534M Sell
4,674,561
-1,320,842
-22% -$151M 10.59% 4
2013
Q3 		$681M Buy
5,995,403
+358,536
+6% +$40.6M 13.85% 3
2013
Q2 		$641M Buy
+5,636,867
New +$670M 14.13% 3

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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

Edelman Financial Services's LQD Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 8,739,941 shares — an estimated $1B sold.

Edelman Financial Services first reported a position in LQD in Q2 2013 and held it in 22 quarters. The position peaked at $1B in Q3 2018. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 8,739,941 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $1B.
  • Edelman Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1B in Q3 2018.
  • 749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.