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

Strategic Investment 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
2019 Q2	–	Sell	-752,299	Closed	-$89.6M	–	21
2019 Q1	$89.6M	Hold	752,299	–	–	6.14%	4
2018 Q4	$84.9M	Hold	752,299	–	–	3.8%	5
2018 Q3	$86.5M	Hold	752,299	–	–	4.85%	4
2018 Q2	$86.2M	Hold	752,299	–	–	5.11%	5
2018 Q1	$88.3M	Hold	752,299	–	–	6.42%	5
2017 Q4	$91.4M	Buy	752,299 +23,040	+3%	+$2.79M	5.59%	6
2017 Q3	$88.4M	Buy	729,259 +23,950	+3%	+$2.89M	7.97%	4
2017 Q2	$84K	Buy	705,309 +1,990	+0.3%	+$238K	8.76%	4
2017 Q1	$82.9M	Buy	703,319 +15,690	+2%	+$1.84M	8.45%	4
2016 Q4	$80.6M	Buy	+687,629	New	+$81.7M	7.8%	4

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Strategic Investment Management's LQD Position: Q2 2019 in Review

Strategic Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 752,299 shares — an estimated $89.6M sold.

Strategic Investment Management first reported a position in LQD in Q4 2016 and held it in 10 quarters. The position peaked at $91.4M in Q4 2017. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

Strategic Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Strategic Investment Management sold 752,299 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $89.6M.
Strategic Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 10 quarters.
Strategic Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $91.4M in Q4 2017.
811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Strategic Investment Management's 13F filing for Q2 2019, filed 7 Aug 2019.