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Sterling Investment Advisors (Missouri)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sterling Investment Advisors (Missouri)’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 		– Sell
-97,585
Closed -$11M – 29
2018
Q4 		$11M Sell
97,585
-2,533
-3% -$285K 9.79% 3
2018
Q3 		$11.5M Buy
100,118
+2,228
+2% +$257K 9.39% 3
2018
Q2 		$11.2M Sell
97,890
-28,668
-23% -$3.3M 9.46% 3
2018
Q1 		$14.9M Buy
126,558
+7,637
+6% +$902K 12.26% 2
2017
Q4 		$14.5M Buy
118,921
+3,227
+3% +$390K 11.95% 3
2017
Q3 		$14M Buy
115,694
+6,408
+6% +$774K 11.93% 3
2017
Q2 		$13.2M Buy
109,286
+5,598
+5% +$669K 12.02% 3
2017
Q1 		$12.2M Buy
103,688
+4,150
+4% +$487K 11.71% 3
2016
Q4 		$11.7M Buy
99,538
+2,320
+2% +$276K 12.01% 3
2016
Q3 		$12M Buy
97,218
+26,107
+37% +$3.22M 12.25% 3
2016
Q2 		$8.73M Sell
71,111
-1,433
-2% -$172K 8.94% 3
2016
Q1 		$8.62M Sell
72,544
-2,469
-3% -$284K 9.09% 3
2015
Q4 		$8.55M Buy
75,013
+3,650
+5% +$422K 9.22% 3
2015
Q3 		$8.29M Sell
71,363
-1,619
-2% -$187K 9.47% 3
2015
Q2 		$8.45M Sell
72,982
-2,208
-3% -$262K 8.96% 3
2015
Q1 		$9.15M Sell
75,190
-1,805
-2% -$219K 9.22% 3
2014
Q4 		$9.19M Buy
+76,995
New +$9.18M 9.49% 3

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s LQD Position: Q1 2019 in Review

Sterling Investment Advisors (Missouri) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019, closing a stake of 97,585 shares — an estimated $11M sold.

Sterling Investment Advisors (Missouri) first reported a position in LQD in Q4 2014 and held it in 17 quarters. The position peaked at $14.9M in Q1 2018. 775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

  • Sterling Investment Advisors (Missouri) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 97,585 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $11M.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 17 quarters.
  • Sterling Investment Advisors (Missouri)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.9M in Q1 2018.
  • 775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q1 2019, filed 10 Apr 2019.