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Robert N. Shapiro’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1.52M Hold
12,734
– – 0.3% 100
2014
Q3 		$1.5M Hold
12,734
– – 0.29% 110
2014
Q2 		$1.52M Hold
12,734
– – 0.29% 111
2014
Q1 		$1.49M Hold
12,734
– – 0.28% 116
2013
Q4 		$1.45M Hold
12,734
– – 0.26% 116
2013
Q3 		$1.45M Hold
12,734
– – 0.26% 115
2013
Q2 		$1.45M Buy
+12,734
New +$1.51M 0.3% 93

Other funds holding LQD

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robert N. Shapiro's LQD Position: Q4 2014 in Review

Robert N. Shapiro held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2014 at 12,734 shares worth $1.52M. The position accounts for 0.3% of the portfolio, ranked #100.

Robert N. Shapiro first reported a position in LQD in Q2 2013 and has held it in 7 quarters since. 527 funds tracked by Wall St. Rank hold LQD as of Q4 2014.

  • Robert N. Shapiro held 12,734 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.52M as of Q4 2014.
  • Robert N. Shapiro left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2014.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.3% of Robert N. Shapiro's portfolio in Q4 2014, its #100 holding.
  • Robert N. Shapiro first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.