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

ARS Wealth 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
2016 Q4	–	Sell	-3,870	Closed	-$477K	–	106
2016 Q3	$477K	Hold	3,870	–	–	0.2%	51
2016 Q2	$475K	Hold	3,870	–	–	0.2%	51
2016 Q1	$460K	Hold	3,870	–	–	0.22%	47
2015 Q4	$441K	Buy	3,870 +1,670	+76%	+$193K	0.23%	46
2015 Q3	$255K	Buy	+2,200	New	+$254K	0.13%	60

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

ARS Wealth Advisors's LQD Position: Q4 2016 in Review

ARS Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2016, closing a stake of 3,870 shares — an estimated $477K sold.

ARS Wealth Advisors first reported a position in LQD in Q3 2015 and held it in 5 quarters. The position peaked at $477K in Q3 2016. 651 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

ARS Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
ARS Wealth Advisors sold 3,870 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $477K.
ARS Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and held it in 5 quarters.
ARS Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $477K in Q3 2016.
651 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

Based on ARS Wealth Advisors's 13F filing for Q4 2016, filed 11 Jun 2021.