KCPG
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Kavar Capital Partners Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kavar Capital Partners Group’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
-75
Closed -$9K – 269
2018
Q2 		$9K Hold
75
– – ﹤0.01% 326
2018
Q1 		$9K Buy
+75
New +$8.86K ﹤0.01% 330
2016
Q1 		– Sell
-75
Closed -$8K – 255
2015
Q4 		$8K Hold
75
– – 0.01% 280
2015
Q3 		$8K Hold
75
– – 0.01% 291
2015
Q2 		$8K Buy
+75
New +$8.89K 0.01% 312
2014
Q2 		– Sell
-75
Closed -$8K – 307
2014
Q1 		$8K Hold
75
– – 0.01% 327
2013
Q4 		$8K Buy
+75
New +$8.56K 0.01% 306

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 $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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