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Live Your Vision’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Live Your Vision’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
2019
Q1 		$218K Buy
1,835
+82
+5% +$9.5K 0.07% 69
2018
Q4 		$199K Buy
1,753
+477
+37% +$53.6K 0.07% 68
2018
Q3 		$147K Buy
1,276
+74
+6% +$8.53K 0.05% 75
2018
Q2 		$139K Sell
1,202
-598
-33% -$68.9K 0.05% 77
2018
Q1 		$209K Buy
1,800
+18
+1% +$2.13K 0.07% 65
2017
Q4 		$213K Sell
1,782
-255
-13% -$30.9K 0.07% 68
2017
Q3 		$247K Sell
2,037
-200
-9% -$24.2K 0.09% 61
2017
Q2 		$271K Buy
2,237
+359
+19% +$42.9K 0.1% 58
2017
Q1 		$221K Buy
1,878
+249
+15% +$29.2K 0.09% 63
2016
Q4 		$191K Buy
1,629
+313
+24% +$37.2K 0.08% 65
2016
Q3 		$162K Buy
+1,316
New +$162K 0.07% 62
2015
Q4 		– Sell
-2,706
Closed -$314K – 191
2015
Q3 		$314K Buy
2,706
+667
+33% +$77.1K 0.15% 54
2015
Q2 		$235K Buy
+2,039
New +$242K 0.11% 60
2014
Q1 		– Sell
-1,819
Closed -$208K – 43
2013
Q4 		$208K Buy
+1,819
New +$208K 0.11% 39
2013
Q3 		– Sell
-83,737
Closed -$9.48M – 32
2013
Q2 		$9.48M Buy
+83,737
New +$9.96M 5.66% 4

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 $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Live Your Vision's LQD Position: Q1 2019 in Review

Live Your Vision increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.7% in Q1 2019, buying an estimated $9.5K and bringing the position to 1,835 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #69.

Live Your Vision first reported a position in LQD in Q2 2013 and has held it in 15 quarters since. The position peaked at $9.48M in Q2 2013. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Live Your Vision held 1,835 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $218K as of Q1 2019.
  • Live Your Vision bought 82 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $9.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Live Your Vision's portfolio in Q1 2019, its #69 holding.
  • Live Your Vision first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
  • Live Your Vision's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.48M in Q2 2013.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.