Hays Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hays Advisory’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 Q4	–	Sell	-7,847	Closed	-$902K	–	37
2018 Q3	$902K	Buy	7,847 +44	+0.6%	+$5.07K	0.57%	43
2018 Q2	$894K	Sell	7,803 -429	-5%	-$49.4K	0.49%	44
2018 Q1	$966K	Sell	8,232 -2,642	-24%	-$312K	0.47%	48
2017 Q4	$1.32M	Sell	10,874 -19	-0.2%	-$2.3K	0.47%	48
2017 Q3	$1.32M	Sell	10,893 -933	-8%	-$113K	0.38%	46
2017 Q2	$1.43M	Sell	11,826 -1,035	-8%	-$124K	0.35%	45
2017 Q1	$1.52M	Sell	12,861 -165	-1%	-$19.4K	0.36%	44
2016 Q4	$1.53M	Buy	+13,026	New	+$1.55M	0.34%	45
2016 Q1	–	Sell	-18,361	Closed	-$2.09M	–	58
2015 Q4	$2.09M	Buy	18,361 +681	+4%	+$78.7K	0.36%	52
2015 Q3	$2.05M	Buy	17,680 +4,925	+39%	+$569K	0.31%	52
2015 Q2	$1.48M	Buy	12,755 +8	+0.1%	+$948	0.21%	53
2015 Q1	$1.55M	Buy	12,747 +1,878	+17%	+$228K	0.2%	53
2014 Q4	$1.3M	Buy	10,869 +1,600	+17%	+$191K	0.17%	53
2014 Q3	$1.1M	Buy	+9,269	New	+$1.1M	0.14%	50

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Hays Advisory's LQD Position: Q4 2018 in Review

Hays Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 7,847 shares — an estimated $902K sold.

Hays Advisory first reported a position in LQD in Q3 2014 and held it in 14 quarters. The position peaked at $2.09M in Q4 2015. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

Hays Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Hays Advisory sold 7,847 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $902K.
Hays Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 14 quarters.
Hays Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.09M in Q4 2015.
749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Hays Advisory's 13F filing for Q4 2018.