Portfolio Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Portfolio Solutions’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 Q2	–	Sell	-281	Closed	-$33K	–	118
2018 Q1	$33K	Hold	281	–	–	﹤0.01%	85
2017 Q4	$34K	Hold	281	–	–	﹤0.01%	77
2017 Q3	$34K	Buy	281 +33	+13%	+$3.99K	﹤0.01%	78
2017 Q2	$30K	Hold	248	–	–	﹤0.01%	77
2017 Q1	$29K	Buy	+248	New	+$29.1K	﹤0.01%	75

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NMIFOAC

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

AIMU

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Portfolio Solutions's LQD Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 281 shares — an estimated $33K sold.

Portfolio Solutions first reported a position in LQD in Q1 2017 and held it in 5 quarters. The position peaked at $34K in Q4 2017. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

Portfolio Solutions reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 281 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $33K.
Portfolio Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and held it in 5 quarters.
Portfolio Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $34K in Q4 2017.
723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.