Integrated Wealth Management (Palm Desert)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$1.19M	Sell	10,126 -428	-4%	-$50.3K	0.4%	73
2016 Q4	$1.24M	Buy	10,554 +86	+0.8%	+$10.2K	0.46%	66
2016 Q3	$1.29M	Buy	10,468 +539	+5%	+$66.4K	0.46%	59
2016 Q2	$1.22M	Buy	9,929 +367	+4%	+$44K	0.47%	53
2016 Q1	$1.14M	Sell	9,562 -95	-1%	-$10.9K	0.48%	50
2015 Q4	$1.1M	Sell	9,657 -48	-0.5%	-$5.55K	0.47%	52
2015 Q3	$1.13M	Buy	9,705 +11	+0.1%	+$1.27K	0.49%	47
2015 Q2	$1.12M	Buy	9,694 +1,538	+19%	+$182K	0.44%	52
2015 Q1	$992K	Buy	+8,156	New	+$989K	0.41%	55

Other funds holding LQD

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NMIFOAC

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

EFS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LQD Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.1% in Q1 2017, selling an estimated $50.3K and leaving 10,126 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #73.

Integrated Wealth Management (Palm Desert) first reported a position in LQD in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 10,126 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.19M as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 428 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $50.3K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.4% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #73 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.29M in Q3 2016.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.