LBA Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

LBA Wealth Management’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	$14K	Hold	118	–	–	0.01%	301
2016 Q4	$14K	Sell	118 -800	-87%	-$95.1K	0.01%	290
2016 Q3	$113K	Sell	918 -275	-23%	-$33.9K	0.06%	145
2016 Q2	$146K	Sell	1,193 -115	-9%	-$13.8K	0.08%	121
2016 Q1	$155K	Buy	1,308 +1,240	+1,824%	+$142K	0.09%	115
2015 Q4	$8K	Hold	68	–	–	﹤0.01%	308
2015 Q3	$8K	Hold	68	–	–	0.01%	265
2015 Q2	$8K	Hold	68	–	–	0.01%	255
2015 Q1	$8K	Hold	68	–	–	0.01%	244
2014 Q4	$8K	Hold	68	–	–	0.01%	238
2014 Q3	$8K	Hold	68	–	–	0.01%	294
2014 Q2	$8K	Hold	68	–	–	0.01%	214
2014 Q1	$8K	Buy	+68	New	+$7.89K	0.01%	210

Other funds holding LQD

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LBA Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2017 at 118 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #301.

LBA Wealth Management first reported a position in LQD in Q1 2014 and has held it in 13 quarters since. The position peaked at $155K in Q1 2016. 653 funds tracked by Wall St. Rank hold LQD as of Q1 2017.

LBA Wealth Management held 118 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14K as of Q1 2017.
LBA Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2017.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #301 holding.
LBA Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 13 quarters since.
LBA Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $155K in Q1 2016.
653 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2017.

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