Partnervest Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Partnervest Advisory 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
2020 Q2	–	Sell	-3,204	Closed	-$396K	–	241
2020 Q1	$396K	Sell	3,204 -7,288	-69%	-$929K	0.18%	103
2019 Q4	$1.34M	Sell	10,492 -912	-8%	-$116K	0.49%	37
2019 Q3	$1.45M	Buy	11,404 +220	+2%	+$27.7K	0.52%	36
2019 Q2	$1.39M	Buy	+11,184	New	+$1.34M	0.55%	36
2017 Q1	–	Sell	-7,090	Closed	-$831K	–	205
2016 Q4	$831K	Buy	7,090 +1,361	+24%	+$162K	0.38%	57
2016 Q3	$706K	Buy	5,729 +1,008	+21%	+$124K	0.33%	68
2016 Q2	$579K	Buy	4,721 +585	+14%	+$70.2K	0.29%	75
2016 Q1	$491K	Sell	4,136 -1,082	-21%	-$124K	0.26%	86
2015 Q4	$595K	Sell	5,218 -259	-5%	-$29.9K	0.33%	63
2015 Q3	$636K	Buy	5,477 +325	+6%	+$37.6K	0.36%	56
2015 Q2	$596K	Sell	5,152 -914	-15%	-$108K	0.3%	57
2015 Q1	$738K	Sell	6,066 -210	-3%	-$25.5K	0.38%	47
2014 Q4	$749K	Buy	+6,276	New	+$748K	0.36%	50
2014 Q3	–	Sell	-192	Closed	-$23K	–	521
2014 Q2	$23K	Buy	192 +23	+14%	+$2.72K	0.01%	509
2014 Q1	$20K	Buy	169 +1	+0.6%	+$116	0.01%	506
2013 Q4	$19K	Sell	168 -652	-80%	-$74.5K	0.01%	486
2013 Q3	$93K	Buy	820 +311	+61%	+$35.2K	0.05%	201
2013 Q2	$58K	Buy	+509	New	+$60.5K	0.03%	219

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Partnervest Advisory Services's LQD Position: Q2 2020 in Review

Partnervest Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2020, closing a stake of 3,204 shares — an estimated $396K sold.

Partnervest Advisory Services first reported a position in LQD in Q2 2013 and held it in 18 quarters. The position peaked at $1.45M in Q3 2019. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

Partnervest Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Partnervest Advisory Services sold 3,204 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $396K.
Partnervest Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
Partnervest Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.45M in Q3 2019.
1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Partnervest Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.