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

Geneva Partners’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
2017
Q4 		– Sell
-2,334
Closed -$283K – 90
2017
Q3 		$283K Buy
+2,334
New +$282K 0.22% 79
2016
Q2 		$365K Buy
+3,027
New +$363K 0.33% 69

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geneva Partners's LQD Position: Q4 2017 in Review

Geneva Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017, closing a stake of 2,334 shares — an estimated $283K sold.

Geneva Partners first reported a position in LQD in Q2 2016 and held it in 2 quarters. The position peaked at $365K in Q2 2016. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

  • Geneva Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Geneva Partners sold 2,334 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $283K.
  • Geneva Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 2 quarters.
  • Geneva Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $365K in Q2 2016.
  • 752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Geneva Partners's 13F filing for Q4 2017, filed 8 Feb 2018.