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

Garde Capital’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
2019
Q2 		– Sell
-1,891
Closed -$225K – 146
2019
Q1 		$225K Sell
1,891
-200
-10% -$23.2K 0.04% 126
2018
Q4 		$236K Sell
2,091
-5,406
-72% -$608K 0.04% 144
2018
Q3 		$836K Sell
7,497
-15,947
-68% -$1.84M 0.14% 82
2018
Q2 		$2.69M Sell
23,444
-2,406
-9% -$277K 0.47% 31
2018
Q1 		$3.04M Sell
25,850
-265
-1% -$31.3K 0.55% 30
2017
Q4 		$3.17M Sell
26,115
-1,640
-6% -$198K 0.6% 30
2017
Q3 		$3.37M Sell
27,755
-1,033
-4% -$125K 0.66% 29
2017
Q2 		$3.47M Sell
28,788
-4,304
-13% -$514K 0.86% 23
2017
Q1 		$3.9M Sell
33,092
-6,908
-17% -$811K 1.04% 21
2016
Q4 		$4.69M Sell
40,000
-46,581
-54% -$5.54M 1.35% 20
2016
Q3 		$10.1M Buy
86,581
+45,721
+112% +$5.63M 3.21% 6
2016
Q2 		$5.01M Sell
40,860
-91
-0.2% -$10.9K 1.62% 17
2016
Q1 		$4.87M Sell
40,951
-9,633
-19% -$1.11M 1.61% 17
2015
Q4 		$5.77M Sell
50,584
-35,997
-42% -$4.16M 2.03% 13
2015
Q3 		$10.1M Sell
86,581
-14,994
-15% -$1.73M 3.21% 6
2015
Q2 		$11.8M Sell
101,575
-101
-0.1% -$12K 3.53% 6
2015
Q1 		$12.4M Sell
101,676
-2,937
-3% -$356K 3.75% 5
2014
Q4 		$12.5M Buy
104,613
+723
+0.7% +$86.2K 3.84% 6
2014
Q3 		$12.3M Buy
103,890
+606
+0.6% +$72K 4.8% 4
2014
Q2 		$12.3M Buy
+103,284
New +$12.2M 4.85% 4

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garde Capital's LQD Position: Q2 2019 in Review

Garde Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 1,891 shares — an estimated $225K sold.

Garde Capital first reported a position in LQD in Q2 2014 and held it in 20 quarters. The position peaked at $12.5M in Q4 2014. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

  • Garde Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Garde Capital sold 1,891 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $225K.
  • Garde Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and held it in 20 quarters.
  • Garde Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.5M in Q4 2014.
  • 811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Garde Capital's 13F filing for Q2 2019, filed 20 Aug 2019.