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Strategic Capital Alternatives’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$16K Buy
+139
New +$16.1K ﹤0.01% 251
2014
Q4 		– Sell
-104
Closed -$12K – 230
2014
Q3 		$12K Buy
+104
New +$12.4K ﹤0.01% 388

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $1.1B AUM
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Strategic Capital Alternatives's LQD Position: Q3 2015 in Review

Strategic Capital Alternatives opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2015: 139 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in LQD as recently as Q3 2014.

Strategic Capital Alternatives first reported a position in LQD in Q3 2014 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold LQD as of Q3 2015.

  • Strategic Capital Alternatives held 139 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $16K as of Q3 2015.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Strategic Capital Alternatives position in Q3 2015.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #251 holding.
  • Strategic Capital Alternatives first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.