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Research Affiliates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Research Affiliates’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
2013
Q3 		$30.5M Hold
268,276
– – 19.05% 1
2013
Q2 		$30.5M Buy
+268,276
New +$31.9M 19.19% 1

Other funds holding LQD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SR
Swiss Reinsurance Zurich, Switzerland $664M AUM 11.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Research Affiliates's LQD Position: Q3 2013 in Review

Research Affiliates held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2013 at 268,276 shares worth $30.5M. The position accounts for 19.05% of the portfolio, ranked #1.

Research Affiliates first reported a position in LQD in Q2 2013 and has held it in 2 quarters since. The position peaked at $30.5M in Q2 2013. 419 funds tracked by Wall St. Rank hold LQD as of Q3 2013.

  • Research Affiliates held 268,276 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $30.5M as of Q3 2013.
  • Research Affiliates left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2013.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 19.05% of Research Affiliates's portfolio in Q3 2013, its #1 holding.
  • Research Affiliates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Research Affiliates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $30.5M in Q2 2013.
  • 419 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2013.

Based on Research Affiliates's 13F filing for Q3 2013, filed 7 Nov 2013.