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

CapWealth 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	-45	Closed	-$6K	–	188
2016 Q3	$6K	Hold	45	–	–	﹤0.01%	241
2016 Q2	$6K	Hold	45	–	–	﹤0.01%	234
2016 Q1	$5K	Hold	45	–	–	﹤0.01%	278
2015 Q4	$5K	Hold	45	–	–	﹤0.01%	223
2015 Q3	$5K	Hold	45	–	–	﹤0.01%	225
2015 Q2	$5K	Hold	45	–	–	﹤0.01%	243
2015 Q1	$5K	Buy	+45	New	+$5.46K	﹤0.01%	261
2014 Q4	–	Sell	-62	Closed	-$7K	–	199
2014 Q3	$7K	Buy	62 +17	+38%	+$2.02K	﹤0.01%	263
2014 Q2	$5K	Hold	45	–	–	﹤0.01%	292
2014 Q1	$5K	Hold	45	–	–	﹤0.01%	304
2013 Q4	$5K	Hold	45	–	–	﹤0.01%	306
2013 Q3	$5K	Hold	45	–	–	﹤0.01%	361
2013 Q2	$5K	Buy	+45	New	+$5.35K	﹤0.01%	347

Other funds holding LQD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return