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Great Lakes Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Great Lakes 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
2018
Q3 		– Sell
-15,971
Closed -$1.83M – 631
2018
Q2 		$1.83M Buy
15,971
+510
+3% +$58.7K 0.04% 329
2018
Q1 		$1.81M Sell
15,461
-5,694
-27% -$673K 0.04% 322
2017
Q4 		$2.57M Buy
21,155
+95
+0.5% +$11.5K 0.06% 277
2017
Q3 		$2.55M Sell
21,060
-912
-4% -$110K 0.06% 263
2017
Q2 		$2.65M Buy
21,972
+1,718
+8% +$205K 0.07% 246
2017
Q1 		$2.39M Sell
20,254
-133
-0.7% -$15.6K 0.06% 241
2016
Q4 		$2.39M Sell
20,387
-42,929
-68% -$5.1M 0.06% 237
2016
Q3 		$7.8M Buy
63,316
+43,107
+213% +$5.31M 0.21% 77
2016
Q2 		$2.48M Sell
20,209
-41,765
-67% -$5.01M 0.07% 248
2016
Q1 		$7.36M Buy
61,974
+30,242
+95% +$3.48M 0.2% 86
2015
Q4 		$3.62M Buy
31,732
+4,236
+15% +$490K 0.11% 169
2015
Q3 		$3.19M Buy
27,496
+2,864
+12% +$331K 0.1% 174
2015
Q2 		$2.85M Sell
24,632
-773
-3% -$91.6K 0.09% 192
2015
Q1 		$3.09M Buy
25,405
+455
+2% +$55.2K 0.09% 171
2014
Q4 		$2.98M Buy
24,950
+2,574
+12% +$307K 0.09% 162
2014
Q3 		$2.65M Buy
22,376
+7,530
+51% +$895K 0.09% 160
2014
Q2 		$1.77M Sell
14,846
-5,873
-28% -$695K 0.07% 143
2014
Q1 		$2.42M Buy
20,719
+15,425
+291% +$1.79M 0.11% 116
2013
Q4 		$605K Buy
+5,294
New +$605K 0.03% 214

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Great Lakes Advisors's LQD Position: Q3 2018 in Review

Great Lakes Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 15,971 shares — an estimated $1.83M sold.

Great Lakes Advisors first reported a position in LQD in Q4 2013 and held it in 19 quarters. The position peaked at $7.8M in Q3 2016. 707 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

  • Great Lakes Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Great Lakes Advisors sold 15,971 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $1.83M.
  • Great Lakes Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 19 quarters.
  • Great Lakes Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.8M in Q3 2016.
  • 707 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Great Lakes Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.