Neuburgh Advisers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Neuburgh Advisers’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 Q3	$1.32M	Hold	10,336	–	–	0.04%	283
2019 Q2	$1.29M	Hold	10,336	–	–	0.04%	292
2019 Q1	$1.23M	Hold	10,336	–	–	0.04%	264
2018 Q4	$1.17M	Sell	10,336 -1,054	-9%	-$119K	0.05%	245
2018 Q3	$1.31M	Hold	11,390	–	–	0.04%	249
2018 Q2	$1.3M	Sell	11,390 -2,482	-18%	-$286K	0.04%	255
2018 Q1	$1.63M	Hold	13,872	–	–	0.06%	213
2017 Q4	$1.69M	Sell	13,872 -11,560	-45%	-$1.4M	0.06%	211
2017 Q3	$3.08M	Hold	25,432	–	–	0.11%	153
2017 Q2	$3.06M	Hold	25,432	–	–	0.12%	155
2017 Q1	$3M	Hold	25,432	–	–	0.12%	154
2016 Q4	$2.98M	Buy	+25,432	New	+$3.02M	0.13%	136

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMU

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Neuburgh Advisers's LQD Position: Q3 2019 in Review

Neuburgh Advisers held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2019 at 10,336 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #283.

Neuburgh Advisers first reported a position in LQD in Q4 2016 and has held it in 12 quarters since. The position peaked at $3.08M in Q3 2017. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

Neuburgh Advisers held 10,336 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.32M as of Q3 2019.
Neuburgh Advisers left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2019.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Neuburgh Advisers's portfolio in Q3 2019, its #283 holding.
Neuburgh Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.08M in Q3 2017.
831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.