Hefty Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-412	Closed	-$50K	–	265
2017 Q4	$50K	Buy	412 +88	+27%	+$10.6K	0.03%	145
2017 Q3	$39K	Buy	+324	New	+$39.2K	0.03%	142
2017 Q1	–	Sell	-939	Closed	-$110K	–	261
2016 Q4	$110K	Sell	939 -25,715	-96%	-$3.06M	0.09%	82
2016 Q3	$3.28M	Buy	26,654 +1,331	+5%	+$164K	2.49%	8
2016 Q2	$3.11M	Buy	25,323 +1,080	+4%	+$130K	2.56%	7
2016 Q1	$2.88M	Buy	24,243 +1,330	+6%	+$153K	2.69%	6
2015 Q4	$2.61M	Buy	+22,913	New	+$2.65M	2.49%	7

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

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 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

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

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

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

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return