MIM
LQD icon

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

Marco Investment 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
2017
Q4 		– Sell
-8,494
Closed -$1.03M – 184
2017
Q3 		$1.03M Hold
8,494
– – 0.16% 106
2017
Q2 		$1.02M Hold
8,494
– – 0.17% 102
2017
Q1 		$1M Hold
8,494
– – 0.17% 106
2016
Q4 		$995K Hold
8,494
– – 0.17% 106
2016
Q3 		$1.05M Hold
8,494
– – 0.19% 107
2016
Q2 		$1.04M Hold
8,494
– – 0.19% 103
2016
Q1 		$1.01K Hold
8,494
– – 0.15% 106
2015
Q4 		$968K Buy
+8,494
New +$982K 0.18% 109

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return