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Mariner Wealth Advisors (Madison)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$149K Sell
1,310
-100
-7% -$11.3K 0.06% 57
2013
Q2 		$160K Buy
+1,410
New +$168K 0.07% 54

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s LQD Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.1% in Q3 2013, selling an estimated $11.3K and leaving 1,310 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #57.

Mariner Wealth Advisors (Madison) first reported a position in LQD in Q2 2013 and has held it in 2 quarters since. The position peaked at $160K in Q2 2013. 419 funds tracked by Wall St. Rank hold LQD as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,310 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $149K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 100 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2013, an estimated $11.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #57 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $160K in Q2 2013.
  • 419 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.