Kiley Juergens Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kiley Juergens Wealth Management’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 Q4	–	Sell	-1,854	Closed	-$213K	–	386
2018 Q3	$213K	Hold	1,854	–	–	0.16%	93
2018 Q2	$212K	Sell	1,854 -35	-2%	-$4.03K	0.19%	77
2018 Q1	$221K	Buy	1,889 +47	+3%	+$5.55K	0.24%	73
2017 Q4	$223K	Buy	+1,842	New	+$223K	0.2%	78

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

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

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

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

NMIFOAC

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Kiley Juergens Wealth Management's LQD Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 1,854 shares — an estimated $213K sold.

Kiley Juergens Wealth Management first reported a position in LQD in Q4 2017 and held it in 4 quarters. The position peaked at $223K in Q4 2017. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,854 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $213K.
Kiley Juergens Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Kiley Juergens Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $223K in Q4 2017.
749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.