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

MV 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
2017 Q1	–	Sell	-18	Closed	-$2K	–	373
2016 Q4	$2K	Hold	18	–	–	﹤0.01%	336
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	323
2016 Q2	$2K	Sell	18 -5	-22%	-$600	﹤0.01%	325
2016 Q1	$3K	Sell	23 -1,037	-98%	-$119K	﹤0.01%	275
2015 Q4	$121K	Sell	1,060 -98	-8%	-$11.3K	0.05%	118
2015 Q3	$134K	Sell	1,158 -204	-15%	-$23.6K	0.06%	97
2015 Q2	$158K	Buy	1,362 +118	+9%	+$14K	0.06%	96
2015 Q1	$151K	Buy	1,244 +354	+40%	+$42.9K	0.06%	87
2014 Q4	$106K	Buy	+890	New	+$106K	0.05%	103

Other funds holding LQD

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MV Capital Management's LQD Position: Q1 2017 in Review

MV Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 18 shares — an estimated $2K sold.

MV Capital Management first reported a position in LQD in Q4 2014 and held it in 9 quarters. The position peaked at $158K in Q2 2015. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

MV Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
MV Capital Management sold 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $2K.
MV Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 9 quarters.
MV Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $158K in Q2 2015.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on MV Capital Management's 13F filing for Q1 2017, filed 15 May 2017.