MU Investments Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MU Investments Company’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
2016 Q1	–	Sell	-7,110	Closed	-$813K	–	186
2015 Q4	$813K	Buy	+7,110	New	+$822K	0.48%	33
2015 Q3	–	Sell	-7,172	Closed	-$832K	–	284
2015 Q2	$832K	Buy	7,172 +2,918	+69%	+$346K	0.4%	46
2015 Q1	$517K	Buy	+4,254	New	+$516K	0.24%	78
2014 Q4	–	Sell	-4,009	Closed	-$473K	–	319
2014 Q3	$473K	Buy	4,009 +627	+19%	+$74.5K	0.23%	79
2014 Q2	$404K	Buy	+3,382	New	+$400K	0.19%	107

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

MU Investments Company's LQD Position: Q1 2016 in Review

MU Investments Company sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2016, closing a stake of 7,110 shares — an estimated $813K sold.

MU Investments Company first reported a position in LQD in Q2 2014 and held it in 5 quarters. The position peaked at $832K in Q2 2015. 596 funds tracked by Wall St. Rank hold LQD as of Q1 2016.

MU Investments Company reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
MU Investments Company sold 7,110 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $813K.
MU Investments Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and held it in 5 quarters.
MU Investments Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $832K in Q2 2015.
596 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2016.

Based on MU Investments Company's 13F filing for Q1 2016, filed 26 Apr 2016.