Fusion Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fusion Investment Group’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
2015 Q4	–	Sell	-1,317	Closed	-$153K	–	118
2015 Q3	$153K	Sell	1,317 -4,260	-76%	-$493K	0.36%	72
2015 Q2	$645K	Buy	5,577 +243	+5%	+$28.8K	0.5%	50
2015 Q1	$649K	Sell	5,334 -312	-6%	-$37.8K	0.52%	46
2014 Q4	$674K	Buy	5,646 +4,873	+630%	+$581K	0.57%	39
2014 Q3	$91K	Sell	773 -98	-11%	-$11.7K	0.08%	98
2014 Q2	$104K	Sell	871 -1,487	-63%	-$176K	0.09%	109
2014 Q1	$278K	Buy	2,358 +66	+3%	+$7.65K	0.28%	58
2013 Q4	$262K	Buy	+2,292	New	+$262K	0.19%	104

Other funds holding LQD

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

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

NMIFOAC

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

EFS

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fusion Investment Group's LQD Position: Q4 2015 in Review

Fusion Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2015, closing a stake of 1,317 shares — an estimated $153K sold.

Fusion Investment Group first reported a position in LQD in Q4 2013 and held it in 8 quarters. The position peaked at $674K in Q4 2014. 563 funds tracked by Wall St. Rank hold LQD as of Q4 2015.

Fusion Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 1,317 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $153K.
Fusion Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 8 quarters.
Fusion Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $674K in Q4 2014.
563 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.