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

WFG 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
2017
Q2 		$996K Buy
8,262
+5,233
+173% +$625K 0.23% 109
2017
Q1 		$357K Sell
3,029
-5,214
-63% -$612K 0.1% 228
2016
Q4 		$966K Buy
8,243
+7,598
+1,178% +$903K 0.24% 106
2016
Q3 		$79K Buy
645
+1
+0.2% +$123 0.02% 586
2016
Q2 		$79K Sell
644
-6
-0.9% -$720 0.02% 565
2016
Q1 		$77K Buy
650
+29
+5% +$3.33K 0.02% 545
2015
Q4 		$71K Buy
621
+87
+16% +$10.1K 0.02% 558
2015
Q3 		$62K Sell
534
-648
-55% -$74.9K 0.02% 579
2015
Q2 		$137K Sell
1,182
-732
-38% -$86.7K 0.04% 449
2015
Q1 		$233K Sell
1,914
-811
-30% -$98.4K 0.07% 316
2014
Q4 		$325K Sell
2,725
-279
-9% -$33.2K 0.07% 318
2014
Q3 		$355K Sell
3,004
-3,558
-54% -$423K 0.07% 325
2014
Q2 		$783K Buy
6,562
+3,618
+123% +$428K 0.15% 174
2014
Q1 		$344K Sell
2,944
-3,583
-55% -$416K 0.07% 321
2013
Q4 		$745K Sell
6,527
-886
-12% -$101K 0.11% 221
2013
Q3 		$842K Sell
7,413
-2,984
-29% -$338K 0.13% 188
2013
Q2 		$1.18M Buy
+10,397
New +$1.24M 0.2% 132

Other funds holding LQD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

WFG Advisors's LQD Position: Q2 2017 in Review

WFG Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 173% in Q2 2017, buying an estimated $625K and bringing the position to 8,262 shares worth $996K. The position accounts for 0.23% of the portfolio, ranked #109.

WFG Advisors first reported a position in LQD in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.18M in Q2 2013. 669 funds tracked by Wall St. Rank hold LQD as of Q2 2017.

  • WFG Advisors held 8,262 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $996K as of Q2 2017.
  • WFG Advisors bought 5,233 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $625K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of WFG Advisors's portfolio in Q2 2017, its #109 holding.
  • WFG Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.18M in Q2 2013.
  • 669 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.