FBT
LQD icon

Founders Bank & Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$143K Hold
1,197
– – 0.08% 125
2014
Q3 		$142K Sell
1,197
-1,230
-51% -$146K 0.08% 118
2014
Q2 		$290K Sell
2,427
-222
-8% -$26.3K 0.16% 80
2014
Q1 		$310K Sell
2,649
-65
-2% -$7.54K 0.18% 76
2013
Q4 		$314K Sell
2,714
-278
-9% -$31.7K 0.18% 72
2013
Q3 		$340K Hold
2,992
– – 0.17% 66
2013
Q2 		$340K Buy
+2,992
New +$356K 0.18% 62

Other funds holding LQD

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Founders Bank & Trust's LQD Position: Q4 2014 in Review

Founders Bank & Trust held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2014 at 1,197 shares worth $143K. The position accounts for 0.08% of the portfolio, ranked #125.

Founders Bank & Trust first reported a position in LQD in Q2 2013 and has held it in 7 quarters since. The position peaked at $340K in Q3 2013. 527 funds tracked by Wall St. Rank hold LQD as of Q4 2014.

  • Founders Bank & Trust held 1,197 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $143K as of Q4 2014.
  • Founders Bank & Trust left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2014.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Founders Bank & Trust's portfolio in Q4 2014, its #125 holding.
  • Founders Bank & Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $340K in Q3 2013.
  • 527 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.