GGPS
LQD icon

Gary Goldberg Planning Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$124K Sell
1,040
-289
-22% -$34.4K 0.05% 132
2014
Q3 		$157K Sell
1,329
-41
-3% -$4.87K 0.07% 126
2014
Q2 		$163K Sell
1,370
-30
-2% -$3.55K 0.07% 125
2014
Q1 		$164K Sell
1,400
-1,015
-42% -$118K 0.08% 116
2013
Q4 		$276K Sell
2,415
-90
-4% -$10.3K 0.16% 81
2013
Q3 		$284K Sell
2,505
-2,837
-53% -$321K 0.17% 77
2013
Q2 		$607K Buy
+5,342
New +$635K 0.39% 48

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

Gary Goldberg Planning Services's LQD Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q4 2014, selling an estimated $34.4K and leaving 1,040 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #132.

Gary Goldberg Planning Services first reported a position in LQD in Q2 2013 and has held it in 7 quarters since. The position peaked at $607K in Q2 2013. 527 funds tracked by Wall St. Rank hold LQD as of Q4 2014.

  • Gary Goldberg Planning Services held 1,040 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $124K as of Q4 2014.
  • Gary Goldberg Planning Services sold 289 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $34.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #132 holding.
  • Gary Goldberg Planning Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $607K in Q2 2013.
  • 527 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.