Fusion Family Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fusion Family Wealth’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 Q4	–	Sell	-191	Closed	-$22K	–	262
2018 Q3	$22K	Hold	191	–	–	0.01%	164
2018 Q2	$22K	Sell	191 -320	-63%	-$36.8K	0.01%	181
2018 Q1	$60K	Hold	511	–	–	0.02%	107
2017 Q4	$62K	Hold	511	–	–	0.02%	121
2017 Q3	$62K	Sell	511 -335	-40%	-$40.5K	0.02%	79
2017 Q2	$102K	Sell	846 -290	-26%	-$34.7K	0.03%	97
2017 Q1	$134K	Sell	1,136 -340	-23%	-$39.9K	0.05%	85
2016 Q4	$174K	Buy	+1,476	New	+$175K	0.1%	70

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIFOAC

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fusion Family Wealth's LQD Position: Q4 2018 in Review

Fusion Family Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 191 shares — an estimated $22K sold.

Fusion Family Wealth first reported a position in LQD in Q4 2016 and held it in 8 quarters. The position peaked at $174K in Q4 2016. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

Fusion Family Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Fusion Family Wealth sold 191 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $22K.
Fusion Family Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $174K in Q4 2016.
749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.