Edmonds Duncan Registered Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Edmonds Duncan Registered Investment 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
2020 Q1	–	Sell	-1,648	Closed	-$211K	–	120
2019 Q4	$211K	Sell	1,648 -1,445	-47%	-$184K	0.09%	102
2019 Q3	$394K	Hold	3,093	–	–	0.17%	75
2019 Q2	$384K	Sell	3,093 -1,571	-34%	-$189K	0.16%	73
2019 Q1	$555K	Sell	4,664 -365	-7%	-$42.3K	0.23%	61
2018 Q4	$567K	Sell	5,029 -1,271	-20%	-$143K	0.27%	57
2018 Q3	$724K	Sell	6,300 -90,062	-93%	-$10.4M	0.3%	54
2018 Q2	$11M	Buy	96,362 +2,807	+3%	+$323K	4.81%	3
2018 Q1	$11M	Buy	93,555 +4,307	+5%	+$509K	4.93%	2
2017 Q4	$10.8M	Buy	89,248 +2,801	+3%	+$339K	4.89%	3
2017 Q3	$10.5M	Buy	+86,447	New	+$10.4M	4.86%	2
2017 Q2	–	Sell	-77,786	Closed	-$9.24M	–	104
2017 Q1	$9.24M	Buy	77,786 +6,109	+9%	+$717K	4.9%	2
2016 Q4	$8.4M	Buy	71,677 +18,989	+36%	+$2.26M	4.88%	2
2016 Q3	$6.43M	Sell	52,688 -1,075	-2%	-$132K	3.89%	6
2016 Q2	$6.66M	Buy	53,763 +1,665	+3%	+$200K	4.01%	4
2016 Q1	$6.19M	Buy	52,098 +725	+1%	+$83.3K	4.12%	4
2015 Q4	$5.86M	Buy	+51,373	New	+$5.94M	4.03%	4

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's LQD Position: Q1 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 1,648 shares — an estimated $211K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in LQD in Q4 2015 and held it in 16 quarters. The position peaked at $11M in Q2 2018. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Edmonds Duncan Registered Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 1,648 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $211K.
Edmonds Duncan Registered Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 16 quarters.
Edmonds Duncan Registered Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11M in Q2 2018.
931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.