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FutureAdvisor’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

FutureAdvisor’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
2015
Q3 		– Sell
-8,154
Closed -$938K – 60
2015
Q2 		$938K Buy
8,154
+127
+2% +$15K 0.16% 38
2015
Q1 		$978K Buy
8,027
+284
+4% +$34.4K 0.23% 37
2014
Q4 		$925K Buy
+7,743
New +$923K 0.32% 32

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SR
Swiss Re Zurich, Switzerland $16.4M AUM
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FutureAdvisor's LQD Position: Q3 2015 in Review

FutureAdvisor sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2015, closing a stake of 8,154 shares — an estimated $938K sold.

FutureAdvisor first reported a position in LQD in Q4 2014 and held it in 3 quarters. The position peaked at $978K in Q1 2015. 520 funds tracked by Wall St. Rank hold LQD as of Q3 2015.

  • FutureAdvisor reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • FutureAdvisor sold 8,154 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $938K.
  • FutureAdvisor first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
  • FutureAdvisor's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $978K in Q1 2015.
  • 520 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.