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Paradigm Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-225
Closed -$26K – 152
2014
Q1 		$26K Sell
225
-2,094
-90% -$243K 0.02% 152
2013
Q4 		$265K Buy
+2,319
New +$265K 0.26% 66

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Paradigm Financial Advisors's LQD Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2014, closing a stake of 225 shares — an estimated $26K sold.

Paradigm Financial Advisors first reported a position in LQD in Q4 2013 and held it in 2 quarters. The position peaked at $265K in Q4 2013. 467 funds tracked by Wall St. Rank hold LQD as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 225 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2014, an estimated $26K.
  • Paradigm Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $265K in Q4 2013.
  • 467 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.