Marino Stram & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-142	Closed	-$17K	–	357
2019 Q1	$17K	Buy	142 +1	+0.7%	+$116	0.01%	252
2018 Q4	$16K	Buy	141 +2	+1%	+$225	0.01%	232
2018 Q3	$16K	Buy	139 +1	+0.7%	+$115	0.01%	263
2018 Q2	$16K	Buy	138 +1	+0.7%	+$115	0.01%	264
2018 Q1	$16K	Buy	137 +1	+0.7%	+$118	0.01%	271
2017 Q4	$17K	Buy	+136	New	+$16.5K	0.02%	269

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Marino Stram & Associates's LQD Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 142 shares — an estimated $17K sold.

Marino Stram & Associates first reported a position in LQD in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q1 2019. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

Marino Stram & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 142 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $17K.
Marino Stram & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17K in Q1 2019.
811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.