Portfolio Strategies (Washington)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Portfolio Strategies (Washington)’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 Q3	–	Sell	-1,527	Closed	-$184K	–	68
2017 Q2	$184K	Buy	+1,527	New	+$183K	0.26%	32
2017 Q1	–	Sell	-1,560	Closed	-$183K	–	88
2016 Q4	$183K	Buy	+1,560	New	+$185K	0.21%	34
2014 Q4	–	Sell	-8,172	Closed	-$966K	–	30
2014 Q3	$966K	Hold	8,172	–	–	1.1%	20
2014 Q2	$974K	Sell	8,172 -8,208	-50%	-$971K	1.08%	23
2014 Q1	$1.92M	Buy	16,380 +1,118	+7%	+$130K	2.18%	12
2013 Q4	$1.74M	Buy	+15,262	New	+$1.74M	2.25%	15

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NMIFOAC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies (Washington)'s LQD Position: Q3 2017 in Review

Portfolio Strategies (Washington) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2017, closing a stake of 1,527 shares — an estimated $184K sold.

Portfolio Strategies (Washington) first reported a position in LQD in Q4 2013 and held it in 6 quarters. The position peaked at $1.92M in Q1 2014. 677 funds tracked by Wall St. Rank hold LQD as of Q3 2017.

Portfolio Strategies (Washington) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Portfolio Strategies (Washington) sold 1,527 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $184K.
Portfolio Strategies (Washington) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 6 quarters.
Portfolio Strategies (Washington)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.92M in Q1 2014.
677 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q3 2017, filed 14 Nov 2017.