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

Portfolio Strategies’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 		– Sell
-12
Closed -$1K – 130
2018
Q3 		$1K Hold
12
– – ﹤0.01% 223
2018
Q2 		$1K Hold
12
– – ﹤0.01% 226
2018
Q1 		$1K Hold
12
– – ﹤0.01% 225
2017
Q4 		$1K Buy
+12
New +$1.45K ﹤0.01% 233

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Portfolio Strategies's LQD Position: Q4 2018 in Review

Portfolio Strategies sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Portfolio Strategies first reported a position in LQD in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

  • Portfolio Strategies reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 12 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $1K.
  • Portfolio Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1K in Q3 2018.
  • 749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.