FinTrust Investment Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

FinTrust Investment Advisory 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
2018 Q1	$250K	Sell	2,127 -1,292	-38%	-$153K	0.23%	88
2017 Q4	$416K	Sell	3,419 -313	-8%	-$37.9K	0.37%	58
2017 Q3	$452K	Buy	+3,732	New	+$451K	0.43%	52
2013 Q3	$593K	Buy	5,220 +1	+0%	+$113	1.22%	18
2013 Q2	$593K	Buy	+5,219	New	+$621K	1.02%	24

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

NMIFOAC

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

FinTrust Investment Advisory Services's LQD Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 38% in Q1 2018, selling an estimated $153K and leaving 2,127 shares worth $250K. The position accounts for 0.23% of the portfolio, ranked #88.

FinTrust Investment Advisory Services first reported a position in LQD in Q2 2013 and has held it in 5 quarters since. The position peaked at $593K in Q3 2013. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

FinTrust Investment Advisory Services held 2,127 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $250K as of Q1 2018.
FinTrust Investment Advisory Services sold 1,292 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $153K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #88 holding.
FinTrust Investment Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $593K in Q3 2013.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.