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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-50	Closed	-$6K	–	702
2016 Q4	$6K	Sell	50 -107	-68%	-$12.7K	﹤0.01%	481
2016 Q3	$19K	Buy	157 +71	+83%	+$8.74K	0.01%	336
2016 Q2	$11K	Hold	86	–	–	﹤0.01%	405
2016 Q1	$10K	Buy	86 +36	+72%	+$4.14K	﹤0.01%	381
2015 Q4	$6K	Hold	50	–	–	﹤0.01%	420
2015 Q3	$6K	Sell	50 -396	-89%	-$45.8K	﹤0.01%	394
2015 Q2	$52K	Hold	446	–	–	0.02%	210
2015 Q1	$54K	Sell	446 -1,000	-69%	-$121K	0.02%	200
2014 Q4	$173K	Hold	1,446	–	–	0.06%	97
2014 Q3	$171K	Buy	1,446 +1,396	+2,792%	+$166K	0.07%	105
2014 Q2	$6K	Hold	50	–	–	﹤0.01%	375
2014 Q1	$6K	Hold	50	–	–	﹤0.01%	396
2013 Q4	$6K	Hold	50	–	–	﹤0.01%	401
2013 Q3	$6K	Hold	50	–	–	﹤0.01%	391
2013 Q2	$6K	Buy	+50	New	+$5.95K	﹤0.01%	362