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Vantage Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vantage Investment Advisors’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 		$240K Buy
3,669
+1,583
+76% +$182K 0.05% 138
2018
Q2 		$239K Buy
2,086
+5
+0.2% +$576 0.06% 133
2018
Q1 		$244K Sell
2,081
-126
-6% -$14.9K 0.06% 129
2017
Q4 		$268K Sell
2,207
-466
-17% -$56.4K 0.06% 135
2017
Q3 		$324K Buy
2,673
+43
+2% +$5.2K 0.08% 111
2017
Q2 		$317K Sell
2,630
-217
-8% -$25.9K 0.09% 106
2017
Q1 		$336K Sell
2,847
-554
-16% -$65.1K 0.11% 105
2016
Q4 		$399K Buy
3,401
+13
+0.4% +$1.54K 0.16% 88
2016
Q3 		$417K Sell
3,388
-550
-14% -$67.7K 0.19% 75
2016
Q2 		$328K Buy
3,938
+1,980
+101% +$237K 0.14% 97
2016
Q1 		$233K Buy
1,958
+99
+5% +$11.4K 0.1% 111
2015
Q4 		$212K Buy
1,859
+231
+14% +$26.7K 0.11% 111
2015
Q3 		$189K Sell
1,628
-1,912
-54% -$221K 0.11% 116
2015
Q2 		$410K Sell
3,540
-3,350
-49% -$397K 0.23% 79
2015
Q1 		$839K Buy
6,890
+3,416
+98% +$414K 0.24% 67
2014
Q4 		$415K Hold
3,474
– – 0.23% 75
2014
Q3 		$411K Sell
3,474
-1,536
-31% -$183K 0.25% 69
2014
Q2 		$597K Buy
5,010
+416
+9% +$49.2K 0.37% 52
2014
Q1 		$537K Sell
4,594
-1,880
-29% -$218K 0.35% 54
2013
Q4 		$716K Buy
+6,474
New +$739K 0.49% 47

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 $5.72T 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 $871B 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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Vantage Investment Advisors's LQD Position: Q3 2018 in Review

Vantage Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 76% in Q3 2018, buying an estimated $182K and bringing the position to 3,669 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #138.

Vantage Investment Advisors first reported a position in LQD in Q4 2013 and has held it in 20 quarters since. The position peaked at $839K in Q1 2015. 708 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

  • Vantage Investment Advisors held 3,669 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $240K as of Q3 2018.
  • Vantage Investment Advisors bought 1,583 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $182K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Vantage Investment Advisors's portfolio in Q3 2018, its #138 holding.
  • Vantage Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $839K in Q1 2015.
  • 708 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.