Sage Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sage Advisory Services’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
2020 Q1	–	Sell	-3,654	Closed	-$467K	–	56
2019 Q4	$467K	Buy	3,654 +1,413	+63%	+$180K	0.15%	47
2019 Q3	$286K	Buy	2,241 +220	+11%	+$27.7K	0.09%	47
2019 Q2	$251K	Buy	+2,021	New	+$243K	0.07%	48
2018 Q4	–	Sell	-1,884	Closed	-$217K	–	58
2018 Q3	$217K	Buy	+1,884	New	+$217K	0.02%	56
2018 Q2	–	Sell	-7,169	Closed	-$842K	–	54
2018 Q1	$842K	Buy	+7,169	New	+$847K	0.08%	37
2017 Q4	–	Sell	-2,570	Closed	-$312K	–	49
2017 Q3	$312K	Buy	+2,570	New	+$311K	0.03%	38
2013 Q3	–	Sell	-151,132	Closed	-$17.2M	–	20
2013 Q2	$17.2M	Buy	+151,132	New	+$18M	2.31%	12

Other funds holding LQD

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sage Advisory Services's LQD Position: Q1 2020 in Review

Sage Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 3,654 shares — an estimated $467K sold.

Sage Advisory Services first reported a position in LQD in Q2 2013 and held it in 7 quarters. The position peaked at $17.2M in Q2 2013. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Sage Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Sage Advisory Services sold 3,654 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $467K.
Sage Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 7 quarters.
Sage Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.2M in Q2 2013.
931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Sage Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.