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

Westover Capital 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 Q1	–	Sell	-3,822	Closed	-$465K	–	117
2017 Q4	$465K	Sell	3,822 -11,761	-75%	-$1.42M	0.26%	87
2017 Q3	$1.89M	Buy	15,583 +7,058	+83%	+$853K	1.11%	33
2017 Q2	$1.03M	Buy	8,525 +442	+5%	+$52.8K	0.68%	49
2017 Q1	$953K	Buy	8,083 +1,142	+16%	+$134K	0.64%	52
2016 Q4	$813K	Buy	6,941 +1,243	+22%	+$148K	0.58%	52
2016 Q3	$702K	Buy	5,698 +239	+4%	+$29.4K	0.52%	57
2016 Q2	$670K	Buy	5,459 +521	+11%	+$62.5K	0.55%	54
2016 Q1	$587K	Buy	4,938 +238	+5%	+$27.3K	0.5%	55
2015 Q4	$536K	Buy	4,700 +110	+2%	+$12.7K	0.45%	57
2015 Q3	$533K	Buy	4,590 +122	+3%	+$14.1K	0.46%	58
2015 Q2	$517K	Buy	4,468 +860	+24%	+$102K	0.41%	60
2015 Q1	$439K	Buy	3,608 +1,802	+100%	+$219K	0.35%	67
2014 Q4	$216K	Buy	+1,806	New	+$215K	0.19%	84
2013 Q4	–	Sell	-13,823	Closed	-$1.57M	–	82
2013 Q3	$1.57M	Sell	13,823 -1,910	-12%	-$216K	1.63%	30
2013 Q2	$1.79M	Buy	+15,733	New	+$1.87M	1.76%	28

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFS

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Westover Capital Advisors's LQD Position: Q1 2018 in Review

Westover Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2018, closing a stake of 3,822 shares — an estimated $465K sold.

Westover Capital Advisors first reported a position in LQD in Q2 2013 and held it in 15 quarters. The position peaked at $1.89M in Q3 2017. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

Westover Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Westover Capital Advisors sold 3,822 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $465K.
Westover Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
Westover Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.89M in Q3 2017.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Westover Capital Advisors's 13F filing for Q1 2018, filed 11 May 2018.