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

IBEX 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
2016
Q4 		– Sell
-15,714
Closed -$1.94M – 459
2016
Q3 		$1.94M Buy
+15,714
New +$1.94M 1.06% 34

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

IBEX Wealth Advisors's LQD Position: Q4 2016 in Review

IBEX Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2016, closing a stake of 15,714 shares — an estimated $1.94M sold.

IBEX Wealth Advisors first reported a position in LQD in Q3 2016 and held it in 1 quarter. The position peaked at $1.94M in Q3 2016. 650 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

  • IBEX Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • IBEX Wealth Advisors sold 15,714 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $1.94M.
  • IBEX Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.94M in Q3 2016.
  • 650 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

Based on IBEX Wealth Advisors's 13F filing for Q4 2016, filed 24 Mar 2017.