Independent Portfolio Consultants’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Independent Portfolio Consultants’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 Q2	$598K	Buy	4,961 +366	+8%	+$43.7K	0.25%	128
2017 Q1	$542K	Sell	4,595 -2,750	-37%	-$323K	0.19%	197
2016 Q4	$861K	Sell	7,345 -8,600	-54%	-$1.02M	0.28%	114
2016 Q3	$1.96M	Sell	15,945 -5,675	-26%	-$699K	0.62%	24
2016 Q2	$2.65M	Sell	21,620 -18,595	-46%	-$2.23M	0.84%	12
2016 Q1	$4.78M	Sell	40,215 -3,497	-8%	-$402K	1.34%	6
2015 Q4	$4.98M	Sell	43,712 -27,295	-38%	-$3.16M	1.48%	4
2015 Q3	$8.24M	Sell	71,007 -3,483	-5%	-$403K	1.79%	3
2015 Q2	$8.62M	Buy	74,490 +23,945	+47%	+$2.84M	1.72%	2
2015 Q1	$6.15M	Buy	50,545 +15,055	+42%	+$1.83M	1.26%	2
2014 Q4	$4.24M	Buy	35,490 +31,300	+747%	+$3.73M	0.85%	11
2014 Q3	$495K	Buy	4,190 +3,395	+427%	+$404K	0.13%	222
2014 Q2	$95K	Buy	+795	New	+$94.1K	0.03%	532

Other funds holding LQD

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Independent Portfolio Consultants's LQD Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8% in Q2 2017, buying an estimated $43.7K and bringing the position to 4,961 shares worth $598K. The position accounts for 0.25% of the portfolio, ranked #128.

Independent Portfolio Consultants first reported a position in LQD in Q2 2014 and has held it in 13 quarters since. The position peaked at $8.62M in Q2 2015. 669 funds tracked by Wall St. Rank hold LQD as of Q2 2017.

Independent Portfolio Consultants held 4,961 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $598K as of Q2 2017.
Independent Portfolio Consultants bought 366 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $43.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of Independent Portfolio Consultants's portfolio in Q2 2017, its #128 holding.
Independent Portfolio Consultants first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.62M in Q2 2015.
669 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.