Mader & Shannon Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mader & Shannon 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 Q1	–	Sell	-35,563	Closed	-$4.32M	–	19
2017 Q4	$4.32M	Sell	35,563 -3,517	-9%	-$426K	3.16%	10
2017 Q3	$4.74M	Buy	+39,080	New	+$4.72M	3.04%	10

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

FCFS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $13B AUM 17.65% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Mader & Shannon Wealth Management's LQD Position: Q1 2018 in Review

Mader & Shannon Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2018, closing a stake of 35,563 shares — an estimated $4.32M sold.

Mader & Shannon Wealth Management first reported a position in LQD in Q3 2017 and held it in 2 quarters. The position peaked at $4.74M in Q3 2017. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

Mader & Shannon Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Mader & Shannon Wealth Management sold 35,563 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $4.32M.
Mader & Shannon Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
Mader & Shannon Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.74M in Q3 2017.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.