Intellectus Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Intellectus Partners’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
2019 Q2	–	Sell	-44	Closed	-$5K	–	317
2019 Q1	$5K	Buy	+44	New	+$5.1K	﹤0.01%	401
2018 Q4	–	Sell	-9,827	Closed	-$1.13M	–	415
2018 Q3	$1.13M	Buy	9,827 +958	+11%	+$110K	0.39%	71
2018 Q2	$1.02M	Buy	8,869 +8,825	+20,057%	+$1.02M	0.37%	71
2018 Q1	$5K	Hold	44	–	–	﹤0.01%	539
2017 Q4	$5K	Hold	44	–	–	﹤0.01%	546
2017 Q3	$5K	Hold	44	–	–	﹤0.01%	694
2017 Q2	$5K	Buy	+44	New	+$5.26K	﹤0.01%	667

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Intellectus Partners's LQD Position: Q2 2019 in Review

Intellectus Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 44 shares — an estimated $5K sold.

Intellectus Partners first reported a position in LQD in Q2 2017 and held it in 7 quarters. The position peaked at $1.13M in Q3 2018. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

Intellectus Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 44 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $5K.
Intellectus Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 7 quarters.
Intellectus Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.13M in Q3 2018.
811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.