Signature Wealth Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Signature Wealth Management Group’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
2018 Q4	–	Sell	-806	Closed	-$91K	–	196
2018 Q3	$91K	Sell	806 -62	-7%	-$7.15K	0.07%	87
2018 Q2	$99K	Sell	868 -59	-6%	-$6.79K	0.07%	82
2018 Q1	$109K	Sell	927 -26,965	-97%	-$3.19M	0.08%	78
2017 Q4	$3.39M	Buy	+27,892	New	+$3.37M	2.49%	11

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIFOAC

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

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

Signature Wealth Management Group's LQD Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 806 shares — an estimated $91K sold.

Signature Wealth Management Group first reported a position in LQD in Q4 2017 and held it in 4 quarters. The position peaked at $3.39M in Q4 2017. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 806 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $91K.
Signature Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.39M in Q4 2017.
749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.