Advocacy Wealth Management Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-32	Closed	-$4K	–	192
2018 Q1	$4K	Hold	32	–	–	﹤0.01%	183
2017 Q4	$4K	Buy	+32	New	+$3.87K	﹤0.01%	195
2017 Q3	–	Sell	-5	Closed	-$1K	–	277
2017 Q2	$1K	Sell	5 -553	-99%	-$66.1K	﹤0.01%	271
2017 Q1	$66K	Sell	558 -85,533	-99%	-$10M	0.02%	65
2016 Q4	$10.1M	Buy	86,091 +6,207	+8%	+$738K	3.03%	9
2016 Q3	$9.84M	Buy	79,884 +22,641	+40%	+$2.79M	3.81%	10
2016 Q2	$7.03M	Buy	57,243 +25,225	+79%	+$3.03M	3.55%	10
2016 Q1	$3.8M	Buy	+32,018	New	+$3.68M	2.64%	13
2013 Q3	–	Sell	-675	Closed	-$77K	–	299
2013 Q2	$77K	Buy	+675	New	+$80.3K	0.31%	69

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

AIMU

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advocacy Wealth Management Services's LQD Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 32 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in LQD in Q2 2013 and held it in 9 quarters. The position peaked at $10.1M in Q4 2016. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

Advocacy Wealth Management Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 32 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $4K.
Advocacy Wealth Management Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 9 quarters.
Advocacy Wealth Management Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.1M in Q4 2016.
723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.