IWC
LQD icon

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

Integrated Wealth Counsel’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
2013
Q4 		– Sell
-6,300
Closed -$715K – 202
2013
Q3 		$715K Buy
+6,300
New +$713K 0.52% 41

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Integrated Wealth Counsel's LQD Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2013, closing a stake of 6,300 shares — an estimated $715K sold.

Integrated Wealth Counsel first reported a position in LQD in Q3 2013 and held it in 1 quarter. The position peaked at $715K in Q3 2013. 464 funds tracked by Wall St. Rank hold LQD as of Q4 2013.

  • Integrated Wealth Counsel reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 6,300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2013, an estimated $715K.
  • Integrated Wealth Counsel first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $715K in Q3 2013.
  • 464 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.