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

Peachtree Investment 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
2017 Q2	–	Sell	-2,422	Closed	-$286K	–	84
2017 Q1	$286K	Hold	2,422	–	–	0.26%	75
2016 Q4	$284K	Sell	2,422 -400	-14%	-$47.5K	0.28%	78
2016 Q3	$348K	Hold	2,822	–	–	0.34%	66
2016 Q2	$346K	Hold	2,822	–	–	0.35%	71
2016 Q1	$335K	Hold	2,822	–	–	0.34%	74
2015 Q4	$322K	Hold	2,822	–	–	0.34%	75
2015 Q3	$328K	Sell	2,822 -85	-3%	-$9.83K	0.34%	77
2015 Q2	$336K	Sell	2,907 -141	-5%	-$16.7K	0.25%	101
2015 Q1	$371K	Sell	3,048 -282	-8%	-$34.2K	0.27%	94
2014 Q4	$398K	Hold	3,330	–	–	0.27%	99
2014 Q3	$394K	Buy	3,330 +838	+34%	+$99.6K	0.26%	97
2014 Q2	$297K	Buy	+2,492	New	+$295K	0.2%	113

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Peachtree Investment Advisors's LQD Position: Q2 2017 in Review

Peachtree Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2017, closing a stake of 2,422 shares — an estimated $286K sold.

Peachtree Investment Advisors first reported a position in LQD in Q2 2014 and held it in 12 quarters. The position peaked at $398K in Q4 2014. 669 funds tracked by Wall St. Rank hold LQD as of Q2 2017.

Peachtree Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Peachtree Investment Advisors sold 2,422 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $286K.
Peachtree Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and held it in 12 quarters.
Peachtree Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $398K in Q4 2014.
669 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Peachtree Investment Advisors's 13F filing for Q2 2017, filed 12 Jul 2017.