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

Navellier & 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 Q4	–	Sell	-2,757	Closed	-$351K	–	305
2019 Q3	$351K	Buy	2,757 +761	+38%	+$95.9K	0.06%	209
2019 Q2	$248K	Buy	+1,996	New	+$240K	0.04%	232
2016 Q4	–	Sell	-26,372	Closed	-$3.25M	–	305
2016 Q3	$3.25M	Buy	+26,372	New	+$3.25M	0.46%	73
2014 Q4	–	Sell	-1,832	Closed	-$217K	–	347
2014 Q3	$217K	Buy	1,832 +29	+2%	+$3.45K	0.01%	299
2014 Q2	$215K	Buy	+1,803	New	+$213K	0.01%	297
2014 Q1	–	Sell	-7,339	Closed	-$838K	–	336
2013 Q4	$838K	Buy	+7,339	New	+$838K	0.04%	118

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Navellier & Associates's LQD Position: Q4 2019 in Review

Navellier & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 2,757 shares — an estimated $351K sold.

Navellier & Associates first reported a position in LQD in Q4 2013 and held it in 6 quarters. The position peaked at $3.25M in Q3 2016. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Navellier & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Navellier & Associates sold 2,757 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $351K.
Navellier & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 6 quarters.
Navellier & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.25M in Q3 2016.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Navellier & Associates's 13F filing for Q4 2019, filed 12 Feb 2020.