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

Integrated Investment 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
2018 Q2	–	Sell	-1,032	Closed	-$121K	–	478
2018 Q1	$121K	Buy	+1,032	New	+$122K	0.05%	285
2017 Q3	$61K	Hold	500	–	–	0.03%	369
2017 Q2	$60K	Hold	500	–	–	0.03%	367
2017 Q1	$59K	Hold	500	–	–	0.03%	372
2016 Q4	$59K	Sell	500 -3,937	-89%	-$468K	0.03%	357
2016 Q3	$542K	Buy	4,437 +114	+3%	+$14K	0.28%	64
2016 Q2	$531K	Sell	4,323 -62	-1%	-$7.44K	0.3%	61
2016 Q1	$523K	Hold	4,385	–	–	0.3%	59
2015 Q4	$498K	Buy	+4,385	New	+$507K	0.39%	54

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

AIMU

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Investment Consultants's LQD Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 1,032 shares — an estimated $121K sold.

Integrated Investment Consultants first reported a position in LQD in Q4 2015 and held it in 9 quarters. The position peaked at $542K in Q3 2016. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

Integrated Investment Consultants reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 1,032 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $121K.
Integrated Investment Consultants first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 9 quarters.
Integrated Investment Consultants's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $542K in Q3 2016.
723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.