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Noven Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Noven Financial Group’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 		– Sell
-191,497
Closed -$23.8M – 34
2019
Q2 		$23.8M Buy
+191,497
New +$23M 12.12% 4
2014
Q4 		– Sell
-120,151
Closed -$14.2M – 43
2014
Q3 		$14.2M Buy
+120,151
New +$14.3M 10.34% 5

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Noven Financial Group's LQD Position: Q3 2019 in Review

Noven Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2019, closing a stake of 191,497 shares — an estimated $23.8M sold.

Noven Financial Group first reported a position in LQD in Q3 2014 and held it in 2 quarters. The position peaked at $23.8M in Q2 2019. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

  • Noven Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Noven Financial Group sold 191,497 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $23.8M.
  • Noven Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 2 quarters.
  • Noven Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $23.8M in Q2 2019.
  • 831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Noven Financial Group's 13F filing for Q3 2019, filed 13 Nov 2019.