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Patriot Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Patriot Wealth Management’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
2018
Q4 		$1.05M Buy
9,300
+101
+1% +$11.4K 0.15% 64
2018
Q3 		$1.06M Sell
9,199
-760
-8% -$87.6K 0.13% 66
2018
Q2 		$1.14M Sell
9,959
-3,939
-28% -$454K 0.16% 64
2018
Q1 		$1.63M Sell
13,898
-202
-1% -$23.9K 0.23% 68
2017
Q4 		$1.71M Buy
+14,100
New +$1.71M 0.24% 69

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

Patriot Wealth Management's LQD Position: Q4 2018 in Review

Patriot Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q4 2018, buying an estimated $11.4K and bringing the position to 9,300 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #64.

Patriot Wealth Management first reported a position in LQD in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.71M in Q4 2017. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

  • Patriot Wealth Management held 9,300 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.05M as of Q4 2018.
  • Patriot Wealth Management bought 101 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $11.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Patriot Wealth Management's portfolio in Q4 2018, its #64 holding.
  • Patriot Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 5 quarters since.
  • Patriot Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.71M in Q4 2017.
  • 749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.