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RGT Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

RGT Wealth Advisors’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
Q1 		– Sell
-1,877
Closed -$220K – 119
2016
Q4 		$220K Buy
+1,877
New +$223K 0.12% 104
2016
Q3 		– Hold
0
– – – 93

Other funds holding LQD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RGT Wealth Advisors's LQD Position: Q1 2017 in Review

RGT Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 1,877 shares — an estimated $220K sold.

RGT Wealth Advisors first reported a position in LQD in Q4 2016 and held it in 1 quarter. The position peaked at $220K in Q4 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

  • RGT Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,877 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $220K.
  • RGT Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • RGT Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $220K in Q4 2016.
  • 653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.