Wealth & Pension Services Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealth & Pension Services Group’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 Q3	$1.25M	Buy	9,821 +1,492	+18%	+$188K	0.91%	31
2019 Q2	$1.04M	Buy	8,329 +203	+2%	+$24.4K	0.75%	39
2019 Q1	$967K	Buy	8,126 +1,211	+18%	+$140K	0.75%	43
2018 Q4	$780K	Buy	+6,915	New	+$777K	0.7%	42

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wealth & Pension Services Group's LQD Position: Q3 2019 in Review

Wealth & Pension Services Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 18% in Q3 2019, buying an estimated $188K and bringing the position to 9,821 shares worth $1.25M. The position accounts for 0.91% of the portfolio, ranked #31.

Wealth & Pension Services Group first reported a position in LQD in Q4 2018 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold LQD as of Q3 2019.

Wealth & Pension Services Group held 9,821 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.25M as of Q3 2019.
Wealth & Pension Services Group bought 1,492 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $188K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.91% of Wealth & Pension Services Group's portfolio in Q3 2019, its #31 holding.
Wealth & Pension Services Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 4 quarters since.
831 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.