First Command Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

First Command Bank’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 Q3	–	Sell	-573	Closed	-$69K	–	427
2017 Q2	$69K	Buy	+573	New	+$68.5K	0.05%	161
2017 Q1	–	Sell	-153	Closed	-$18K	–	386
2016 Q4	$18K	Buy	+153	New	+$18.2K	0.01%	288

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

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

EFS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Command Bank's LQD Position: Q3 2017 in Review

First Command Bank sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2017, closing a stake of 573 shares — an estimated $69K sold.

First Command Bank first reported a position in LQD in Q4 2016 and held it in 2 quarters. The position peaked at $69K in Q2 2017. 677 funds tracked by Wall St. Rank hold LQD as of Q3 2017.

First Command Bank reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
First Command Bank sold 573 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $69K.
First Command Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 2 quarters.
First Command Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $69K in Q2 2017.
677 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2017.

Based on First Command Bank's 13F filing for Q3 2017, filed 10 Oct 2017.