Triangle Peak Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Triangle Peak Partners’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	$3.26M	Sell	28,117 -2,573	-8%	-$298K	5.9%	4
2015 Q2	$3.55M	Sell	30,690 -19,048	-38%	-$2.26M	5.56%	6
2015 Q1	$6.05M	Buy	49,738 +19,558	+65%	+$2.37M	9.2%	3
2014 Q4	$3.6M	Buy	30,180 +2,862	+10%	+$341K	5.12%	5
2014 Q3	$3.23M	Sell	27,318 -6,369	-19%	-$757K	3.29%	7
2014 Q2	$4.02M	Buy	33,687 +21,183	+169%	+$2.51M	3.61%	6
2014 Q1	$1.46M	Sell	12,504 -10,148	-45%	-$1.18M	1.32%	15
2013 Q4	$2.59M	Buy	+22,652	New	+$2.59M	2.46%	12

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triangle Peak Partners's LQD Position: Q3 2015 in Review

Triangle Peak Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.4% in Q3 2015, selling an estimated $298K and leaving 28,117 shares worth $3.26M. The position accounts for 5.9% of the portfolio, ranked #4.

Triangle Peak Partners first reported a position in LQD in Q4 2013 and has held it in 8 quarters since. The position peaked at $6.05M in Q1 2015. 520 funds tracked by Wall St. Rank hold LQD as of Q3 2015.

Triangle Peak Partners held 28,117 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.26M as of Q3 2015.
Triangle Peak Partners sold 2,573 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2015, an estimated $298K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 5.9% of Triangle Peak Partners's portfolio in Q3 2015, its #4 holding.
Triangle Peak Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 8 quarters since.
Triangle Peak Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.05M in Q1 2015.
520 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.