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 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

FCFS

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

EFS

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Hefty Wealth Partners's LQD Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2018, closing a stake of 412 shares — an estimated $50K sold.

Hefty Wealth Partners first reported a position in LQD in Q4 2015 and held it in 7 quarters. The position peaked at $3.28M in Q3 2016. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

Hefty Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 412 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $50K.
Hefty Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 7 quarters.
Hefty Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.28M in Q3 2016.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.