Investors Capital Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$3.93M	Buy	32,002 +1,404	+5%	+$168K	0.75%	16
2016 Q1	$3.63M	Buy	30,598 +16,504	+117%	+$1.9M	0.72%	14
2015 Q4	$1.61M	Buy	14,094 +5,203	+59%	+$602K	0.31%	66
2015 Q3	$1.03M	Buy	8,891 +1,258	+16%	+$145K	0.21%	125
2015 Q2	$883K	Buy	7,633 +69	+0.9%	+$8.18K	0.16%	176
2015 Q1	$920K	Buy	7,564 +86	+1%	+$10.4K	0.17%	171
2014 Q4	$893K	Buy	7,478 +67	+0.9%	+$7.98K	0.17%	175
2014 Q3	$876K	Buy	7,411 +115	+2%	+$13.7K	0.17%	173
2014 Q2	$870K	Sell	7,296 -22	-0.3%	-$2.6K	0.14%	226
2014 Q1	$855K	Buy	7,318 +373	+5%	+$43.3K	0.18%	166
2013 Q4	$793K	Sell	6,945 -373	-5%	-$42.6K	0.18%	157
2013 Q3	$830K	Buy	7,318 +200	+3%	+$22.6K	0.21%	130
2013 Q2	$808K	Buy	+7,118	New	+$846K	0.25%	113

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NMIFOAC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Investors Capital Advisory Services's LQD Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.6% in Q2 2016, buying an estimated $168K and bringing the position to 32,002 shares worth $3.93M. The position accounts for 0.75% of the portfolio, ranked #16.

Investors Capital Advisory Services first reported a position in LQD in Q2 2013 and has held it in 13 quarters since. 601 funds tracked by Wall St. Rank hold LQD as of Q2 2016.

Investors Capital Advisory Services held 32,002 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.93M as of Q2 2016.
Investors Capital Advisory Services bought 1,404 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2016, an estimated $168K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.75% of Investors Capital Advisory Services's portfolio in Q2 2016, its #16 holding.
Investors Capital Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 13 quarters since.
601 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.