Smart Portfolios LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Smart Portfolios LLC’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
2019 Q4	–	Sell	-1,822	Closed	-$229K	–	53
2019 Q3	$229K	Buy	+1,822	New	+$230K	0.2%	42
2019 Q2	–	Sell	-476	Closed	-$57K	–	135
2019 Q1	$57K	Hold	476	–	–	0.05%	86
2018 Q4	$54K	Hold	476	–	–	0.04%	82
2018 Q3	$55K	Hold	476	–	–	0.03%	82
2018 Q2	$55K	Hold	476	–	–	0.04%	83
2018 Q1	$56K	Buy	+476	New	+$56.2K	0.04%	73
2015 Q2	–	Sell	-3,330	Closed	-$403K	–	33
2015 Q1	$403K	Sell	3,330 -29	-0.9%	-$3.52K	0.45%	24
2014 Q4	$399K	Buy	3,359 +146	+5%	+$17.4K	0.45%	24
2014 Q3	$378K	Buy	+3,213	New	+$382K	0.46%	23

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIMU

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

Smart Portfolios LLC's LQD Position: Q4 2019 in Review

Smart Portfolios LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2019, closing a stake of 1,822 shares — an estimated $229K sold.

Smart Portfolios LLC first reported a position in LQD in Q3 2014 and held it in 9 quarters. The position peaked at $403K in Q1 2015. 937 funds tracked by Wall St. Rank hold LQD as of Q4 2019.

Smart Portfolios LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Smart Portfolios LLC sold 1,822 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $229K.
Smart Portfolios LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 9 quarters.
Smart Portfolios LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $403K in Q1 2015.
937 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Smart Portfolios LLC's 13F filing for Q4 2019, filed 12 Feb 2020.