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Jackson Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jackson Wealth Management’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
2015
Q2 		– Sell
-254,528
Closed -$31M – 114
2015
Q1 		$31M Buy
254,528
+28,768
+13% +$3.49M 9.98% 2
2014
Q4 		$27M Buy
+225,760
New +$26.9M 8.79% 2

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Jackson Wealth Management's LQD Position: Q2 2015 in Review

Jackson Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2015, closing a stake of 254,528 shares — an estimated $31M sold.

Jackson Wealth Management first reported a position in LQD in Q4 2014 and held it in 2 quarters. The position peaked at $31M in Q1 2015. 537 funds tracked by Wall St. Rank hold LQD as of Q2 2015.

  • Jackson Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 254,528 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2015, an estimated $31M.
  • Jackson Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Jackson Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $31M in Q1 2015.
  • 537 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2015.

Based on Jackson Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.