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LVZ Inc’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

LVZ Inc’s Portfolio ISHG Stock Details ISHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-40,865
Closed -$3.65M – 29
2014
Q3 		$3.65M Buy
40,865
+860
+2% +$80.5K 2.72% 14
2014
Q2 		$3.85M Buy
40,005
+2,045
+5% +$196K 2.86% 14
2014
Q1 		$3.64M Buy
37,960
+5,026
+15% +$478K 2.91% 13
2013
Q4 		$3.11M Buy
+32,934
New +$3.14M 2.55% 13

Other funds holding ISHG

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

LVZ Inc's ISHG Position: Q4 2014 in Review

LVZ Inc sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2014, closing a stake of 40,865 shares — an estimated $3.65M sold.

LVZ Inc first reported a position in ISHG in Q4 2013 and held it in 4 quarters. The position peaked at $3.85M in Q2 2014. 39 funds tracked by Wall St. Rank hold ISHG as of Q4 2014.

  • LVZ Inc reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • LVZ Inc sold 40,865 iShares 1-3 Year International Treasury Bond ETF shares in Q4 2014, an estimated $3.65M.
  • LVZ Inc first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2013 and held it in 4 quarters.
  • LVZ Inc's iShares 1-3 Year International Treasury Bond ETF position peaked at $3.85M in Q2 2014.
  • 39 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2014.

Based on LVZ Inc's 13F filing for Q4 2014, filed 30 Jan 2015.