Stanford Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-2,294	Closed	-$269K	–	164
2016 Q4	$269K	Hold	2,294	–	–	0.13%	43
2016 Q3	$283K	Buy	2,294 +241	+12%	+$29.7K	0.13%	44
2016 Q2	$252K	Hold	2,053	–	–	0.13%	46
2016 Q1	$244K	Buy	2,053 +400	+24%	+$46K	0.14%	47
2015 Q4	$188K	Buy	1,653 +1,103	+201%	+$128K	0.1%	57
2015 Q3	$64K	Hold	550	–	–	0.05%	105
2015 Q2	$64K	Hold	550	–	–	0.05%	114
2015 Q1	$67K	Hold	550	–	–	0.05%	112
2014 Q4	$66K	Buy	+550	New	+$65.5K	0.06%	119

Other funds holding LQD

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stanford Investment Group's LQD Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 2,294 shares — an estimated $269K sold.

Stanford Investment Group first reported a position in LQD in Q4 2014 and held it in 9 quarters. The position peaked at $283K in Q3 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

Stanford Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 2,294 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $269K.
Stanford Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $283K in Q3 2016.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.