Ronald Blue & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ronald Blue & Co’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 Q2	$3.03M	Sell	25,148 -1,094	-4%	-$131K	0.1%	37
2017 Q1	$3.09M	Buy	26,242 +6,952	+36%	+$816K	0.11%	34
2016 Q4	$2.26M	Buy	19,290 +5,221	+37%	+$620K	0.09%	41
2016 Q3	$1.73M	Buy	14,069 +7,213	+105%	+$888K	0.07%	46
2016 Q2	$842K	Buy	+6,856	New	+$822K	0.04%	76

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

NMIFOAC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Ronald Blue & Co's LQD Position: Q2 2017 in Review

Ronald Blue & Co reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.2% in Q2 2017, selling an estimated $131K and leaving 25,148 shares worth $3.03M. The position accounts for 0.1% of the portfolio, ranked #37.

Ronald Blue & Co first reported a position in LQD in Q2 2016 and has held it in 5 quarters since. The position peaked at $3.09M in Q1 2017. 669 funds tracked by Wall St. Rank hold LQD as of Q2 2017.

Ronald Blue & Co held 25,148 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.03M as of Q2 2017.
Ronald Blue & Co sold 1,094 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $131K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Ronald Blue & Co's portfolio in Q2 2017, its #37 holding.
Ronald Blue & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 5 quarters since.
Ronald Blue & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.09M in Q1 2017.
669 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.