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Investment Centers of America’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-37,185
Closed -$4.51M – 281
2017
Q3 		$4.51M Buy
37,185
+5,106
+16% +$617K 0.33% 75
2017
Q2 		$3.86M Buy
32,079
+5,192
+19% +$621K 0.29% 86
2017
Q1 		$3.17M Buy
26,887
+5,611
+26% +$659K 0.24% 100
2016
Q4 		$2.49M Buy
21,276
+6,976
+49% +$829K 0.21% 109
2016
Q3 		$1.76M Buy
14,300
+2,727
+24% +$336K 0.18% 123
2016
Q2 		$1.42M Sell
11,573
-1,753
-13% -$210K 0.16% 137
2016
Q1 		$1.58M Buy
13,326
+2,212
+20% +$254K 0.18% 128
2015
Q4 		$1.27M Sell
11,114
-760
-6% -$87.9K 0.17% 142
2015
Q3 		$1.38M Sell
11,874
-1,105
-9% -$128K 0.21% 128
2015
Q2 		$1.5M Buy
12,979
+565
+5% +$66.9K 0.23% 120
2015
Q1 		$1.51M Buy
12,414
+2,856
+30% +$346K 0.22% 122
2014
Q4 		$1.14M Sell
9,558
-2,064
-18% -$246K 0.25% 111
2014
Q3 		$1.38M Sell
11,622
-1,096
-9% -$130K 0.25% 107
2014
Q2 		$1.52M Sell
12,718
-34,791
-73% -$4.12M 0.35% 80
2014
Q1 		$5.4M Buy
47,509
+32,741
+222% +$3.8M 1.13% 18
2013
Q4 		$1.68M Sell
14,768
-32,741
-69% -$3.74M 0.8% 32
2013
Q3 		$5.4M Sell
47,509
-10,094
-18% -$1.14M 1.09% 19
2013
Q2 		$6.56M Buy
+57,603
New +$6.85M 1.8% 9

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investment Centers of America's LQD Position: Q4 2017 in Review

Investment Centers of America sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017, closing a stake of 37,185 shares — an estimated $4.51M sold.

Investment Centers of America first reported a position in LQD in Q2 2013 and held it in 18 quarters. The position peaked at $6.56M in Q2 2013. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

  • Investment Centers of America reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 37,185 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $4.51M.
  • Investment Centers of America first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.56M in Q2 2013.
  • 752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.