Sterling Global Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sterling Global Strategies’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 Q1	$352K	Buy	2,960 +40	+1%	+$4.63K	1.96%	13
2018 Q4	$329K	Sell	2,920 -22	-0.7%	-$2.47K	1.67%	10
2018 Q3	$338K	Buy	2,942 +36	+1%	+$4.15K	1.47%	16
2018 Q2	$333K	Sell	2,906 -200	-6%	-$23K	2.15%	13
2018 Q1	$364K	Sell	3,106 -508	-14%	-$60K	1.7%	15
2017 Q4	$439K	Hold	3,614	–	–	1.85%	11
2017 Q3	$439K	Buy	3,614 +71	+2%	+$8.58K	1.79%	11
2017 Q2	$427K	Sell	3,543 -115	-3%	-$13.7K	2.05%	9
2017 Q1	$431K	Buy	3,658 +44	+1%	+$5.17K	2.09%	13
2016 Q4	$423K	Buy	3,614 +68	+2%	+$8.08K	1.72%	12
2016 Q3	$437K	Buy	+3,546	New	+$437K	1.62%	15

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Sterling Global Strategies's LQD Position: Q1 2019 in Review

Sterling Global Strategies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.4% in Q1 2019, buying an estimated $4.63K and bringing the position to 2,960 shares worth $352K. The position accounts for 1.96% of the portfolio, ranked #13.

Sterling Global Strategies first reported a position in LQD in Q3 2016 and has held it in 11 quarters since. The position peaked at $439K in Q4 2017. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

Sterling Global Strategies held 2,960 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $352K as of Q1 2019.
Sterling Global Strategies bought 40 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $4.63K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.96% of Sterling Global Strategies's portfolio in Q1 2019, its #13 holding.
Sterling Global Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 11 quarters since.
Sterling Global Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $439K in Q4 2017.
775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.