GWA
LQD icon

Genesis Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Genesis Wealth Advisors’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
Q2 		$89.7K Hold
775
– – 0.07% 127
2015
Q1 		$94.3K Hold
775
– – 0.08% 129
2014
Q4 		$94.7K Buy
+775
New +$92.4K 0.08% 144

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
SR
Swiss Re Zurich, Switzerland $16.4M AUM
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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Genesis Wealth Advisors's LQD Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2015 at 775 shares worth $89.7K. The position accounts for 0.07% of the portfolio, ranked #127.

Genesis Wealth Advisors first reported a position in LQD in Q4 2014 and has held it in 3 quarters since. The position peaked at $94.7K in Q4 2014. 537 funds tracked by Wall St. Rank hold LQD as of Q2 2015.

  • Genesis Wealth Advisors held 775 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $89.7K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2015.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Genesis Wealth Advisors's portfolio in Q2 2015, its #127 holding.
  • Genesis Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $94.7K in Q4 2014.
  • 537 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.