LBA Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

LBA Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$5K	Hold	210	–	–	﹤0.01%	361
2016 Q4	$4K	Hold	210	–	–	﹤0.01%	380
2016 Q3	$4K	Hold	210	–	–	﹤0.01%	387
2016 Q2	$4K	Hold	210	–	–	﹤0.01%	373
2016 Q1	$4K	Hold	210	–	–	﹤0.01%	362
2015 Q4	$4K	Hold	210	–	–	﹤0.01%	352
2015 Q3	$4K	Hold	210	–	–	﹤0.01%	297
2015 Q2	$4K	Hold	210	–	–	﹤0.01%	277
2015 Q1	$4K	Hold	210	–	–	﹤0.01%	273
2014 Q4	$4K	Hold	210	–	–	﹤0.01%	263
2014 Q3	$3K	Hold	210	–	–	﹤0.01%	378
2014 Q2	$3K	Hold	210	–	–	﹤0.01%	242
2014 Q1	$3K	Sell	210 -708	-77%	-$10.6K	﹤0.01%	234
2013 Q4	$14K	Buy	+918	New	+$12.9K	0.01%	193

Other funds holding IGM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LBA Wealth Management's IGM Position: Q1 2017 in Review

LBA Wealth Management held its iShares Expanded Tech Sector ETF (IGM) position steady in Q1 2017 at 210 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

LBA Wealth Management first reported a position in IGM in Q4 2013 and has held it in 14 quarters since. The position peaked at $14K in Q4 2013. 103 funds tracked by Wall St. Rank hold IGM as of Q1 2017.

LBA Wealth Management held 210 shares of iShares Expanded Tech Sector ETF worth $5K as of Q1 2017.
LBA Wealth Management left its iShares Expanded Tech Sector ETF share count unchanged in Q1 2017.
iShares Expanded Tech Sector ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #361 holding.
LBA Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares Expanded Tech Sector ETF position peaked at $14K in Q4 2013.
103 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.