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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return