Northwestern Mutual Investment Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Northwestern Mutual Investment Services’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
2016 Q1	–	Sell	-131,499	Closed	-$15M	–	48
2015 Q4	$15M	Buy	131,499 +12,532	+11%	+$1.45M	2.85%	10
2015 Q3	$13.8M	Buy	118,967 +11,695	+11%	+$1.35M	2.97%	10
2015 Q2	$12.4M	Buy	107,272 +12,844	+14%	+$1.52M	2.82%	9
2015 Q1	$11.5M	Buy	94,428 +8,978	+11%	+$1.09M	2.94%	10
2014 Q4	$10.2M	Buy	85,450 +10,148	+13%	+$1.21M	2.96%	10
2014 Q3	$8.9M	Buy	75,302 +75,262	+188,155%	+$8.95M	2.95%	10
2014 Q2	$5K	Hold	40	–	–	﹤0.01%	76
2014 Q1	$5K	Hold	40	–	–	﹤0.01%	45
2013 Q4	$5K	Buy	+40	New	+$4.57K	﹤0.01%	39

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

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

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Northwestern Mutual Investment Services's LQD Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2016, closing a stake of 131,499 shares — an estimated $15M sold.

Northwestern Mutual Investment Services first reported a position in LQD in Q4 2013 and held it in 9 quarters. The position peaked at $15M in Q4 2015. 597 funds tracked by Wall St. Rank hold LQD as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 131,499 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $15M.
Northwestern Mutual Investment Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 9 quarters.
Northwestern Mutual Investment Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15M in Q4 2015.
597 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.