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Stockman Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stockman Wealth Management’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
2016
Q1 		– Sell
-2,035
Closed -$232K – 75
2015
Q4 		$232K Sell
2,035
-699
-26% -$80.8K 0.19% 74
2015
Q3 		$317K Buy
+2,734
New +$316K 0.27% 65

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Stockman Wealth Management's LQD Position: Q1 2016 in Review

Stockman Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2016, closing a stake of 2,035 shares — an estimated $232K sold.

Stockman Wealth Management first reported a position in LQD in Q3 2015 and held it in 2 quarters. The position peaked at $317K in Q3 2015. 597 funds tracked by Wall St. Rank hold LQD as of Q1 2016.

  • Stockman Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Stockman Wealth Management sold 2,035 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $232K.
  • Stockman Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and held it in 2 quarters.
  • Stockman Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $317K in Q3 2015.
  • 597 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2016.

Based on Stockman Wealth Management's 13F filing for Q1 2016, filed 12 May 2016.