FBL Investment Management Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

FBL Investment Management 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
2019 Q4	$10.5M	Hold	81,800	–	–	25.9%	2
2019 Q3	$10.4M	Hold	81,800	–	–	27.35%	2
2019 Q2	$10.2M	Buy	81,800 +56,600	+225%	+$6.8M	24.36%	2
2019 Q1	$2.83M	Sell	25,200 -44,100	-64%	-$5.11M	1.17%	30
2018 Q4	$7.82M	Buy	69,300 +44,100	+175%	+$4.96M	19.95%	2
2018 Q3	$2.83M	Sell	25,200 -44,100	-64%	-$5.08M	1.17%	30
2018 Q2	$7.94M	Hold	69,300	–	–	20.39%	1
2018 Q1	$8.13M	Hold	69,300	–	–	19.33%	1
2017 Q4	$8.42M	Hold	69,300	–	–	19.9%	1
2017 Q3	$8.4M	Hold	69,300	–	–	15.76%	1
2017 Q2	$8.35M	Buy	69,300 +8,400	+14%	+$1M	17.14%	1
2017 Q1	$7.18M	Hold	60,900	–	–	14.76%	2
2016 Q4	$7.14M	Buy	60,900 +4,100	+7%	+$487K	14.26%	2
2016 Q3	$7M	Hold	56,800	–	–	15.39%	1
2016 Q2	$7.04M	Hold	56,800	–	–	14.32%	2
2016 Q1	$6.48M	Hold	56,800	–	–	15.07%	1
2015 Q4	$6.48M	Hold	56,800	–	–	15.07%	1
2015 Q3	$6.59M	Hold	56,800	–	–	15.55%	1
2015 Q2	$6.57M	Sell	56,800 -1,043	-2%	-$124K	14.51%	1
2015 Q1	$7.04M	Buy	57,843 +113	+0.2%	+$13.7K	14.57%	2
2014 Q4	$6.89M	Sell	57,730 -42,300	-42%	-$5.04M	15.3%	2
2014 Q3	$11.8M	Buy	100,030 +42,300	+73%	+$5.03M	22.6%	1
2014 Q2	$6.88M	Hold	57,730	–	–	12.09%	3
2014 Q1	$6.75M	Buy	57,730 +325	+0.6%	+$37.7K	1.9%	14
2013 Q4	$6.55M	Sell	57,405 -140,905	-71%	-$16.1M	1.54%	16
2013 Q3	$22.5M	Buy	198,310 +189,405	+2,127%	+$21.4M	3.52%	7
2013 Q2	$1.01M	Buy	+8,905	New	+$1.06M	0.36%	54

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIMU

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

FBL Investment Management Services's LQD Position: Q4 2019 in Review

FBL Investment Management Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2019 at 81,800 shares worth $10.5M. The position accounts for 25.9% of the portfolio, ranked #2.

FBL Investment Management Services first reported a position in LQD in Q2 2013 and has held it in 27 quarters since. The position peaked at $22.5M in Q3 2013. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

FBL Investment Management Services held 81,800 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.5M as of Q4 2019.
FBL Investment Management Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2019.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 25.9% of FBL Investment Management Services's portfolio in Q4 2019, its #2 holding.
FBL Investment Management Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
FBL Investment Management Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.5M in Q3 2013.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.