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

Efficient Market 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
2016 Q1	–	Sell	-11	Closed	-$1K	–	107
2015 Q4	$1K	Hold	11	–	–	﹤0.01%	163
2015 Q3	$1K	Hold	11	–	–	﹤0.01%	162
2015 Q2	$1K	Hold	11	–	–	﹤0.01%	134
2015 Q1	$1K	Hold	11	–	–	﹤0.01%	135
2014 Q4	$1K	Hold	11	–	–	﹤0.01%	138
2014 Q3	$1K	Hold	11	–	–	﹤0.01%	148
2014 Q2	$1K	Hold	11	–	–	﹤0.01%	123
2014 Q1	$1K	Hold	11	–	–	﹤0.01%	125
2013 Q4	$1K	Hold	11	–	–	﹤0.01%	133
2013 Q3	$1K	Hold	11	–	–	﹤0.01%	123
2013 Q2	$1K	Buy	+11	New	+$1.31K	﹤0.01%	107

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Efficient Market Advisors's LQD Position: Q1 2016 in Review

Efficient Market Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2016, closing a stake of 11 shares — an estimated $1K sold.

Efficient Market Advisors first reported a position in LQD in Q2 2013 and held it in 11 quarters. The position peaked at $1K in Q4 2015. 597 funds tracked by Wall St. Rank hold LQD as of Q1 2016.

Efficient Market Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 11 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $1K.
Efficient Market Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
Efficient Market Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1K in Q4 2015.
597 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.