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

Apriem 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 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

Other funds holding LQD

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

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

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

NMIFOAC

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

EFS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Apriem Advisors's LQD Position: Q1 2017 in Review

Apriem Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2017, closing a stake of 50 shares — an estimated $6K sold.

Apriem Advisors first reported a position in LQD in Q2 2013 and held it in 15 quarters. The position peaked at $173K in Q4 2014. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

Apriem Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 50 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $6K.
Apriem Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
Apriem Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $173K in Q4 2014.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.