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

Kemper’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 Q1	–	Sell	-75,000	Closed	-$9.12M	–	22
2017 Q4	$9.12M	Hold	75,000	–	–	4.01%	10
2017 Q3	$9.09M	Hold	75,000	–	–	4.27%	8
2017 Q2	$9.04M	Hold	75,000	–	–	4.39%	8
2017 Q1	$8.84M	Hold	75,000	–	–	4.5%	9
2016 Q4	$8.79M	Hold	75,000	–	–	5.12%	8
2016 Q3	$9.24M	Hold	75,000	–	–	5.51%	6
2016 Q2	$9.21M	Hold	75,000	–	–	5.3%	6
2016 Q1	$8.91M	Hold	75,000	–	–	4.73%	7
2015 Q4	$8.55M	Hold	75,000	–	–	4.11%	7
2015 Q3	$8.71M	Hold	75,000	–	–	4.01%	7
2015 Q2	$8.68M	Hold	75,000	–	–	3.54%	7
2015 Q1	$9.13M	Hold	75,000	–	–	2.85%	8
2014 Q4	$8.96M	Hold	75,000	–	–	2.74%	8
2014 Q3	$8.87M	Hold	75,000	–	–	2.8%	9
2014 Q2	$8.95M	Hold	75,000	–	–	2.77%	9
2014 Q1	$8.77M	Sell	75,000 -250,000	-77%	-$29M	2.64%	10
2013 Q4	$37.1M	Hold	325,000	–	–	12.16%	1
2013 Q3	$36.9M	Sell	325,000 -425,000	-57%	-$48.1M	12.22%	1
2013 Q2	$85.2M	Buy	+750,000	New	+$89.2M	28.62%	1

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Kemper's LQD Position: Q1 2018 in Review

Kemper sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2018, closing a stake of 75,000 shares — an estimated $9.12M sold.

Kemper first reported a position in LQD in Q2 2013 and held it in 19 quarters. The position peaked at $85.2M in Q2 2013. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

Kemper reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Kemper sold 75,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $9.12M.
Kemper first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
Kemper's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $85.2M in Q2 2013.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Kemper's 13F filing for Q1 2018, filed 14 May 2018.