Simply Money Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Simply Money Advisors’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 Q1	$14.8M	Sell	126,098 -75,577	-37%	-$8.93M	2.08%	18
2017 Q4	$24.5M	Sell	201,675 -1,150	-0.6%	-$139K	3.17%	10
2017 Q3	$24.6M	Sell	202,825 -1,389	-0.7%	-$168K	3.25%	9
2017 Q2	$24.6M	Sell	204,214 -2,226	-1%	-$266K	3.36%	9
2017 Q1	$24.3M	Sell	206,440 -107,556	-34%	-$12.6M	3.41%	11
2016 Q4	$36.8M	Sell	313,996 -105,239	-25%	-$12.5M	5.3%	8
2016 Q3	$51.6M	Buy	419,235 +99,160	+31%	+$12.2M	7.95%	5
2016 Q2	$39.3M	Buy	320,075 +23,986	+8%	+$2.88M	6.05%	7
2016 Q1	$35.2M	Sell	296,089 -16,441	-5%	-$1.89M	5.36%	8
2015 Q4	$35.6M	Buy	312,530 +515	+0.2%	+$59.5K	5.36%	7
2015 Q3	$36.2M	Sell	312,015 -111,568	-26%	-$12.9M	5.59%	6
2015 Q2	$49M	Buy	423,583 +75,907	+22%	+$8.99M	7.22%	5
2015 Q1	$42.3M	Buy	347,676 +146,178	+73%	+$17.7M	6.13%	6
2014 Q4	$24.1M	Buy	201,498 +1,145	+0.6%	+$136K	3.56%	9
2014 Q3	$23.7M	Buy	+200,353	New	+$23.8M	3.61%	11
2013 Q4	–	Sell	-84	Closed	-$10K	–	121
2013 Q3	$10K	Sell	84 -289,344	-100%	-$32.7M	﹤0.01%	61
2013 Q2	$32.9M	Buy	+289,428	New	+$34.4M	5.86%	5

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Simply Money Advisors's LQD Position: Q1 2018 in Review

Simply Money Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 37% in Q1 2018, selling an estimated $8.93M and leaving 126,098 shares worth $14.8M. The position accounts for 2.08% of the portfolio, ranked #18.

Simply Money Advisors first reported a position in LQD in Q2 2013 and has held it in 17 quarters since. The position peaked at $51.6M in Q3 2016. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

Simply Money Advisors held 126,098 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14.8M as of Q1 2018.
Simply Money Advisors sold 75,577 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $8.93M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.08% of Simply Money Advisors's portfolio in Q1 2018, its #18 holding.
Simply Money Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 17 quarters since.
Simply Money Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $51.6M in Q3 2016.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.