Hutchens Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hutchens Investment Management’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	$1.3M	Buy	10,725 +1,500	+16%	+$181K	1.23%	41
2017 Q3	$1.12M	Sell	9,225 -2,525	-21%	-$305K	1.01%	45
2017 Q2	$1.42M	Hold	11,750	–	–	1.22%	44
2017 Q1	$1.39M	Buy	+11,750	New	+$1.38M	1.23%	44
2016 Q4	–	Sell	-12,400	Closed	-$1.53M	–	63
2016 Q3	$1.53M	Buy	12,400 +3,860	+45%	+$475K	1.44%	41
2016 Q2	$1.05M	Buy	8,540 +1,200	+16%	+$144K	1.01%	47
2016 Q1	$872K	Buy	7,340 +1,000	+16%	+$115K	0.87%	47
2015 Q4	$722K	Buy	6,340 +4,425	+231%	+$512K	0.71%	47
2015 Q3	$222K	Hold	1,915	–	–	0.23%	57
2015 Q2	$222K	Hold	1,915	–	–	0.21%	61
2015 Q1	$233K	Hold	1,915	–	–	0.21%	64
2014 Q4	$229K	Buy	+1,915	New	+$228K	0.21%	67

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hutchens Investment Management's LQD Position: Q4 2017 in Review

Hutchens Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q4 2017, buying an estimated $181K and bringing the position to 10,725 shares worth $1.3M. The position accounts for 1.23% of the portfolio, ranked #41.

Hutchens Investment Management first reported a position in LQD in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.53M in Q3 2016. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

Hutchens Investment Management held 10,725 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.3M as of Q4 2017.
Hutchens Investment Management bought 1,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $181K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.23% of Hutchens Investment Management's portfolio in Q4 2017, its #41 holding.
Hutchens Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 12 quarters since.
Hutchens Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.53M in Q3 2016.
752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.