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Empirical Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Empirical Wealth Management’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
-1,853
Closed -$213K – 217
2018
Q3 		$213K Buy
1,853
+93
+5% +$10.7K 0.04% 201
2018
Q2 		$202K Hold
1,760
– – 0.04% 177
2018
Q1 		$207K Sell
1,760
-763
-30% -$90.1K 0.04% 163
2017
Q4 		$307K Buy
2,523
+423
+20% +$51.2K 0.07% 113
2017
Q3 		$255K Buy
2,100
+340
+19% +$41.1K 0.06% 119
2017
Q2 		$212K Sell
1,760
-346
-16% -$41.4K 0.05% 126
2017
Q1 		$248K Hold
2,106
– – 0.06% 112
2016
Q4 		$247K Sell
2,106
-1,717
-45% -$204K 0.06% 112
2016
Q3 		$471K Sell
3,823
-12
-0.3% -$1.48K 0.12% 73
2016
Q2 		$471K Sell
3,835
-111
-3% -$13.3K 0.12% 71
2016
Q1 		$469K Buy
3,946
+123
+3% +$14.1K 0.11% 72
2015
Q4 		$436K Hold
3,823
– – 0.11% 76
2015
Q3 		$444K Hold
3,823
– – 0.1% 78
2015
Q2 		$442K Hold
3,823
– – 0.1% 81
2015
Q1 		$465K Buy
3,823
+2,063
+117% +$250K 0.11% 68
2014
Q4 		$210K Hold
1,760
– – 0.05% 99
2014
Q3 		$208K Hold
1,760
– – 0.05% 102
2014
Q2 		$210K Hold
1,760
– – 0.05% 98
2014
Q1 		$206K Hold
1,760
– – 0.05% 95
2013
Q4 		$201K Buy
+1,760
New +$201K 0.06% 90
2013
Q3 		– Sell
-1,760
Closed -$200K – 90
2013
Q2 		$200K Buy
+1,760
New +$209K 0.07% 81

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Empirical Wealth Management's LQD Position: Q4 2018 in Review

Empirical Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 1,853 shares — an estimated $213K sold.

Empirical Wealth Management first reported a position in LQD in Q2 2013 and held it in 21 quarters. The position peaked at $471K in Q3 2016. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

  • Empirical Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Empirical Wealth Management sold 1,853 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $213K.
  • Empirical Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 21 quarters.
  • Empirical Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $471K in Q3 2016.
  • 749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Empirical Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.