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Planning Alternatives’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Planning Alternatives’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
Q1 		– Sell
-24,510
Closed -$2.77M – 49
2018
Q4 		$2.77M Sell
24,510
-41,765
-63% -$4.7M 0.58% 24
2018
Q3 		$7.62M Sell
66,275
-5,325
-7% -$614K 1.3% 19
2018
Q2 		$8.2M Buy
+71,600
New +$8.24M 1.46% 18

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
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
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Planning Alternatives's LQD Position: Q1 2019 in Review

Planning Alternatives sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 24,510 shares — an estimated $2.77M sold.

Planning Alternatives first reported a position in LQD in Q2 2018 and held it in 3 quarters. The position peaked at $8.2M in Q2 2018. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Planning Alternatives reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Planning Alternatives sold 24,510 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $2.77M.
  • Planning Alternatives first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
  • Planning Alternatives's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.2M in Q2 2018.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Planning Alternatives's 13F filing for Q1 2019, filed 6 May 2019.