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

First Command Financial 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 Q3	–	Sell	-4	Closed	–	–	394
2018 Q2	$0	Sell	4 -5,343,208	-100%	-$615M	﹤0.01%	427
2018 Q1	$1.42B	Buy	+5,343,212	New	+$631M	62.2%	1
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 $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EFS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIMU

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

NMIFOAC

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

First Command Financial Services's LQD Position: Q3 2018 in Review

First Command Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 4 shares.

First Command Financial Services first reported a position in LQD in Q4 2016 and held it in 4 quarters. The position peaked at $1.42B in Q1 2018. 707 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

First Command Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
First Command Financial Services sold 4 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018.
First Command Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
First Command Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.42B in Q1 2018.
707 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on First Command Financial Services's 13F filing for Q3 2018, filed 26 Oct 2018.