JOYN Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

JOYN Advisors’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
2018 Q3	–	Sell	-7	Closed	-$1K	–	1832
2018 Q2	$1K	Buy	7 +5	+250%	+$576	﹤0.01%	1609
2018 Q1	$0	Buy	+2	New	+$236	﹤0.01%	1371
2014 Q1	–	Sell	-3,917	Closed	-$447K	–	53
2013 Q4	$447K	Buy	+3,917	New	+$447K	0.23%	16

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

EFS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NMIFOAC

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

JOYN Advisors's LQD Position: Q3 2018 in Review

JOYN Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 7 shares — an estimated $1K sold.

JOYN Advisors first reported a position in LQD in Q4 2013 and held it in 3 quarters. The position peaked at $447K in Q4 2013. 708 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

JOYN Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
JOYN Advisors sold 7 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $1K.
JOYN Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 3 quarters.
JOYN Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $447K in Q4 2013.
708 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.