TC
LQD icon

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

Telemus Capital’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
2018
Q3 		– Sell
-3,820
Closed -$438K – 448
2018
Q2 		$438K Sell
3,820
-965
-20% -$111K 0.03% 309
2018
Q1 		$562K Sell
4,785
-7
-0.1% -$827 0.05% 272
2017
Q4 		$582K Buy
4,792
+1,457
+44% +$176K 0.05% 267
2017
Q3 		$404K Sell
3,335
-657
-16% -$79.4K 0.05% 235
2017
Q2 		$481K Hold
3,992
– – 0.05% 238
2017
Q1 		$471K Buy
3,992
+2,242
+128% +$263K 0.05% 227
2016
Q4 		$205K Sell
1,750
-2,957
-63% -$351K 0.03% 295
2016
Q3 		$580K Sell
4,707
-55
-1% -$6.78K 0.07% 203
2016
Q2 		$584K Buy
4,762
+656
+16% +$78.7K 0.07% 195
2016
Q1 		$488K Buy
+4,106
New +$472K 0.08% 185

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 $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return