National Planning Corporation’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

National Planning Corporation’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
2018 Q1	–	Sell	-13	Closed	-$1.58K	–	28
2017 Q4	$1.58K	Sell	13 -30,365	-100%	-$3.67M	0.22%	43
2017 Q3	$3.68M	Buy	30,378 +4,972	+20%	+$601K	0.31%	67
2017 Q2	$3.05M	Buy	25,406 +14,819	+140%	+$1.77M	0.23%	100
2017 Q1	$1.25M	Sell	10,587 -2,044	-16%	-$240K	0.09%	205
2016 Q4	$1.48M	Sell	12,631 -17,280	-58%	-$2.05M	0.11%	187
2016 Q3	$3.61M	Sell	29,911 -11,499	-28%	-$1.42M	0.29%	78
2016 Q2	$5.06M	Buy	41,410 +5,398	+15%	+$647K	0.39%	61
2016 Q1	$4.32M	Buy	36,012 +13,223	+58%	+$1.52M	0.38%	61
2015 Q4	$2.58M	Sell	22,789 -315	-1%	-$36.4K	0.21%	105
2015 Q3	$2.67M	Buy	23,104 +7,863	+52%	+$909K	0.25%	85
2015 Q2	$1.77M	Buy	15,241 +1,724	+13%	+$204K	0.16%	139
2015 Q1	$1.6M	Buy	13,517 +3,532	+35%	+$428K	0.14%	142
2014 Q4	$1.21M	Buy	9,985 +623	+7%	+$74.2K	0.09%	213
2014 Q3	$1.11M	Sell	9,362 -6,965	-43%	-$828K	0.08%	233
2014 Q2	$1.95M	Sell	16,327 -1,547	-9%	-$183K	0.15%	135
2014 Q1	$2.08M	Sell	17,874 -11,747	-40%	-$1.36M	0.18%	115
2013 Q4	$3.38M	Sell	29,621 -4,101	-12%	-$468K	0.3%	69
2013 Q3	$3.82M	Sell	33,722 -12,585	-27%	-$1.42M	0.37%	60
2013 Q2	$5.27M	Buy	+46,307	New	+$5.51M	0.65%	34

Other funds holding LQD

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $15.3B AUM 24.71% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

National Planning Corporation's LQD Position: Q1 2018 in Review

National Planning Corporation sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2018, closing a stake of 13 shares — an estimated $1.58K sold.

National Planning Corporation first reported a position in LQD in Q2 2013 and held it in 19 quarters. The position peaked at $5.27M in Q2 2013. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

National Planning Corporation reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
National Planning Corporation sold 13 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $1.58K.
National Planning Corporation first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
National Planning Corporation's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.27M in Q2 2013.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.