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

Monarch Capital 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
2015
Q2 		– Sell
-2,500
Closed -$304K – 103
2015
Q1 		$304K Buy
+2,500
New +$303K 0.11% 86

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Monarch Capital Management's LQD Position: Q2 2015 in Review

Monarch Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2015, closing a stake of 2,500 shares — an estimated $304K sold.

Monarch Capital Management first reported a position in LQD in Q1 2015 and held it in 1 quarter. The position peaked at $304K in Q1 2015. 537 funds tracked by Wall St. Rank hold LQD as of Q2 2015.

  • Monarch Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Monarch Capital Management sold 2,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2015, an estimated $304K.
  • Monarch Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Monarch Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $304K in Q1 2015.
  • 537 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2015.

Based on Monarch Capital Management's 13F filing for Q2 2015, filed 24 Jul 2015.