KA
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Klingman & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-720
Closed -$89K – 223
2016
Q3 		$89K Hold
720
– – 0.03% 145
2016
Q2 		$88K Hold
720
– – 0.03% 148
2016
Q1 		$86K Hold
720
– – 0.03% 151
2015
Q4 		$82K Hold
720
– – 0.03% 179
2015
Q3 		$83K Buy
720
+300
+71% +$34.7K 0.03% 174
2015
Q2 		$49K Hold
420
– – 0.02% 182
2015
Q1 		$51K Hold
420
– – 0.02% 171
2014
Q4 		$50K Buy
+420
New +$50K 0.02% 179

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return