Kernodle & Katon Asset Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kernodle & Katon Asset Management 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
2017 Q1	$8K	Buy	65 +20	+44%	+$2.35K	﹤0.01%	241
2016 Q4	$5K	Sell	45 -699	-94%	-$83.1K	﹤0.01%	256
2016 Q3	$92K	Hold	744	–	–	0.06%	142
2016 Q2	$91K	Hold	744	–	–	0.08%	94
2016 Q1	$88K	Hold	744	–	–	0.08%	88
2015 Q4	$85K	Buy	+744	New	+$86K	0.08%	91

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NMIFOAC

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

EFS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kernodle & Katon Asset Management Group's LQD Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 44% in Q1 2017, buying an estimated $2.35K and bringing the position to 65 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Kernodle & Katon Asset Management Group first reported a position in LQD in Q4 2015 and has held it in 6 quarters since. The position peaked at $92K in Q3 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

Kernodle & Katon Asset Management Group held 65 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8K as of Q1 2017.
Kernodle & Katon Asset Management Group bought 20 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $2.35K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #241 holding.
Kernodle & Katon Asset Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 6 quarters since.
Kernodle & Katon Asset Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $92K in Q3 2016.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.