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

Edge 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
2018 Q2	$58K	Sell	513 -20	-4%	-$2.3K	0.01%	492
2018 Q1	$62K	Buy	533 +27	+5%	+$3.19K	0.01%	490
2017 Q4	$61K	Buy	506 +5	+1%	+$605	0.01%	487
2017 Q3	$60K	Buy	501 +1	+0.2%	+$121	0.01%	467
2017 Q2	$60K	Hold	500	–	–	0.01%	469
2017 Q1	$58K	Hold	500	–	–	0.01%	485
2016 Q4	$58K	Buy	+500	New	+$59.4K	0.01%	445

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

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

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

NMIFOAC

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Edge Advisors's LQD Position: Q2 2018 in Review

Edge Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.8% in Q2 2018, selling an estimated $2.3K and leaving 513 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #492.

Edge Advisors first reported a position in LQD in Q4 2016 and has held it in 7 quarters since. The position peaked at $62K in Q1 2018. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

Edge Advisors held 513 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $58K as of Q2 2018.
Edge Advisors sold 20 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $2.3K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #492 holding.
Edge Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $62K in Q1 2018.
723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.