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

Wealthfront’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	$270M	Buy	2,348,437 +152,244	+7%	+$17.5M	2.61%	12
2018 Q2	$252M	Buy	2,196,193 +216,173	+11%	+$24.9M	2.57%	13
2018 Q1	$232M	Buy	1,980,020 +270,131	+16%	+$31.9M	2.36%	13
2017 Q4	$208M	Buy	1,709,889 +164,691	+11%	+$19.9M	2.31%	14
2017 Q3	$187M	Buy	1,545,198 +171,814	+13%	+$20.8M	2.42%	12
2017 Q2	$166M	Buy	1,373,384 +192,005	+16%	+$22.9M	2.48%	12
2017 Q1	$139M	Buy	1,181,379 +204,424	+21%	+$24M	2.48%	12
2016 Q4	$114M	Buy	976,955 +98,262	+11%	+$11.7M	2.52%	13
2016 Q3	$108M	Buy	878,693 +123,935	+16%	+$15.3M	2.57%	12
2016 Q2	$92.6M	Buy	754,758 +123,078	+19%	+$14.8M	2.55%	12
2016 Q1	$75.1M	Buy	631,680 +87,883	+16%	+$10.1M	2.37%	13
2015 Q4	$62M	Buy	543,797 +62,126	+13%	+$7.18M	2.23%	12
2015 Q3	$55.9M	Buy	481,671 +68,109	+16%	+$7.88M	2.24%	11
2015 Q2	$47.9M	Buy	413,562 +72,325	+21%	+$8.57M	1.97%	12
2015 Q1	$41.5M	Buy	341,237 +62,926	+23%	+$7.63M	2%	12
2014 Q4	$33.2M	Buy	278,311 +48,140	+21%	+$5.74M	1.94%	11
2014 Q3	$27.2M	Buy	230,171 +61,502	+36%	+$7.31M	1.88%	10
2014 Q2	$19.9M	Buy	168,669 +44,808	+36%	+$5.3M	1.72%	9
2014 Q1	$14.4M	Buy	+123,861	New	+$14.4M	1.8%	8

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Wealthfront's LQD Position: Q3 2018 in Review

Wealthfront increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.9% in Q3 2018, buying an estimated $17.5M and bringing the position to 2,348,437 shares worth $270M. The position accounts for 2.61% of the portfolio, ranked #12.

Wealthfront first reported a position in LQD in Q1 2014 and has held it in 19 quarters since. 708 funds tracked by Wall St. Rank hold LQD as of Q3 2018.

Wealthfront held 2,348,437 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $270M as of Q3 2018.
Wealthfront bought 152,244 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $17.5M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.61% of Wealthfront's portfolio in Q3 2018, its #12 holding.
Wealthfront first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 19 quarters since.
708 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.