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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EFS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $15.3B AUM 24.71% 1-Year Est. Return

Kavar Capital Partners Group's LQD Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2018, closing a stake of 75 shares — an estimated $9K sold.

Kavar Capital Partners Group first reported a position in LQD in Q4 2013 and held it in 7 quarters. The position peaked at $9K in Q2 2018. 707 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

Kavar Capital Partners Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Kavar Capital Partners Group sold 75 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $9K.
Kavar Capital Partners Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 7 quarters.
Kavar Capital Partners Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9K in Q2 2018.
707 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.