VAM
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Visionary Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Visionary Asset 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
2015
Q1 		– Sell
-742
Closed -$89K – 156
2014
Q4 		$89K Buy
+742
New +$88.4K 0.03% 105
2014
Q3 		– Sell
-1
Closed – – 246
2014
Q2 		$0 Sell
1
-10,797
-100% -$1.28M ﹤0.01% 421
2014
Q1 		$1.26M Sell
10,798
-1,647
-13% -$191K 0.3% 66
2013
Q4 		$1.42M Sell
12,445
-1,642
-12% -$188K 0.38% 13
2013
Q3 		$1.6M Sell
14,087
-6,072
-30% -$687K 0.51% 13
2013
Q2 		$2.29M Buy
+20,159
New +$2.4M 0.86% 7

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return