Concert Wealth Management’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 Q2	–	Sell	-2,207	Closed	-$258K	–	312
2017 Q1	$258K	Buy	2,207 +8	+0.4%	+$939	0.06%	391
2016 Q4	$257K	Sell	2,199 -10,974	-83%	-$1.3M	0.06%	395
2016 Q3	$1.63M	Buy	13,173 +187	+1%	+$23K	0.2%	125
2016 Q2	$1.59M	Buy	12,986 +6,086	+88%	+$730K	0.22%	120
2016 Q1	$821K	Sell	6,900 -2,001	-22%	-$230K	0.11%	235
2015 Q4	$1.02M	Sell	8,901 -4,100	-32%	-$474K	0.14%	185
2015 Q3	$1.51M	Sell	13,001 -397	-3%	-$45.9K	0.2%	122
2015 Q2	$1.55M	Sell	13,398 -5,094	-28%	-$604K	0.2%	125
2015 Q1	$915K	Sell	18,492 -658	-3%	-$79.8K	0.26%	98
2014 Q4	$2.29M	Buy	19,150 +8,865	+86%	+$1.06M	0.35%	58
2014 Q3	$1.22M	Sell	10,285 -1,170	-10%	-$139K	0.16%	100
2014 Q2	$1.34M	Sell	11,455 -524	-4%	-$62K	0.16%	92
2014 Q1	$1.4M	Sell	11,979 -326	-3%	-$37.8K	0.17%	84
2013 Q4	$1.41M	Sell	12,305 -1,576	-11%	-$180K	0.18%	85
2013 Q3	$1.58M	Sell	13,881 -1,226	-8%	-$139K	0.22%	62
2013 Q2	$1.72M	Buy	+15,107	New	+$1.8M	0.26%	38