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Shepherd Kaplan Krochuk’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-4,673
Closed -$534K – 621
2013
Q4 		$534K Buy
+4,673
New +$534K 0.07% 200
2013
Q3 		– Sell
-3,662
Closed -$416K – 623
2013
Q2 		$416K Buy
+3,662
New +$435K 0.08% 223

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
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
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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Shepherd Kaplan Krochuk's LQD Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2014, closing a stake of 4,673 shares — an estimated $534K sold.

Shepherd Kaplan Krochuk first reported a position in LQD in Q2 2013 and held it in 2 quarters. The position peaked at $534K in Q4 2013. 455 funds tracked by Wall St. Rank hold LQD as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,673 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2014, an estimated $534K.
  • Shepherd Kaplan Krochuk first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $534K in Q4 2013.
  • 455 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.