FAN
LQD icon

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

Financial Advisors Network’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
2017
Q1 		– Sell
-6
Closed -$703 – 303
2016
Q4 		$703 Buy
+6
New +$713 ﹤0.01% 498

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advisors Network's LQD Position: Q1 2017 in Review

Financial Advisors Network sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 6 shares — an estimated $703 sold.

Financial Advisors Network first reported a position in LQD in Q4 2016 and held it in 1 quarter. The position peaked at $703 in Q4 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

  • Financial Advisors Network reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $703.
  • Financial Advisors Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $703 in Q4 2016.
  • 653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.