IFC Holdings’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

IFC Holdings’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 Q1	–	Sell	-31,353	Closed	-$3.82M	–	242
2017 Q4	$3.82M	Sell	31,353 -16,084	-34%	-$1.95M	0.26%	58
2017 Q3	$5.75M	Buy	47,437 +7,876	+20%	+$952K	0.4%	38
2017 Q2	$4.76M	Buy	39,561 +17,962	+83%	+$2.15M	0.36%	41
2017 Q1	$2.55M	Buy	21,599 +6,069	+39%	+$713K	0.22%	67
2016 Q4	$1.82M	Sell	15,530 -1,819	-10%	-$216K	0.18%	88
2016 Q3	$2.14M	Sell	17,349 -10,388	-37%	-$1.28M	0.23%	78
2016 Q2	$3.42M	Buy	27,737 +11,678	+73%	+$1.4M	0.39%	53
2016 Q1	$1.91M	Sell	16,059 -283	-2%	-$32.5K	0.24%	72
2015 Q4	$1.86M	Buy	16,342 +1,123	+7%	+$130K	0.25%	75
2015 Q3	$1.76M	Sell	15,219 -543	-3%	-$62.8K	0.27%	73
2015 Q2	$1.81M	Sell	15,762 -2,498	-14%	-$296K	0.26%	80
2015 Q1	$2.21M	Sell	18,260 -501	-3%	-$60.8K	0.34%	71
2014 Q4	$2.23M	Buy	18,761 +896	+5%	+$107K	0.37%	67
2014 Q3	$2.11M	Buy	17,865 +163	+0.9%	+$19.4K	0.38%	68
2014 Q2	$2.12M	Buy	17,702 +5,331	+43%	+$631K	0.39%	67
2014 Q1	$1.44M	Sell	12,371 -7,387	-37%	-$857K	0.3%	78
2013 Q4	$2.25M	Sell	19,758 -330	-2%	-$37.7K	0.48%	48
2013 Q3	$2.29M	Sell	20,088 -4,171	-17%	-$472K	0.5%	49
2013 Q2	$2.76M	Buy	+24,259	New	+$2.88M	0.66%	30

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

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

EFS

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

NMIFOAC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

IFC Holdings's LQD Position: Q1 2018 in Review

IFC Holdings sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2018, closing a stake of 31,353 shares — an estimated $3.82M sold.

IFC Holdings first reported a position in LQD in Q2 2013 and held it in 19 quarters. The position peaked at $5.75M in Q3 2017. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

IFC Holdings reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 31,353 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $3.82M.
IFC Holdings first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
IFC Holdings's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.75M in Q3 2017.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.