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

Pinnacle Wealth Management Advisory Group’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
2018 Q1	–	Sell	-2,420	Closed	-$294K	–	149
2017 Q4	$294K	Sell	2,420 -150	-6%	-$18.1K	0.16%	115
2017 Q3	$312K	Sell	2,570 -2,500	-49%	-$302K	0.18%	113
2017 Q2	$611K	Buy	5,070 +3,075	+154%	+$368K	0.38%	81
2017 Q1	$235K	Sell	1,995 -250	-11%	-$29.4K	0.16%	119
2016 Q4	$263K	Sell	2,245 -2,062	-48%	-$245K	0.19%	107
2016 Q3	$531K	Sell	4,307 -335	-7%	-$41.3K	0.4%	72
2016 Q2	$570K	Sell	4,642 -1,185	-20%	-$142K	0.45%	66
2016 Q1	$692K	Sell	5,827 -355	-6%	-$40.8K	0.61%	59
2015 Q4	$705K	Sell	6,182 -2,665	-30%	-$308K	0.64%	57
2015 Q3	$1.03M	Sell	8,847 -7,705	-47%	-$891K	0.99%	31
2015 Q2	$1.92M	Buy	16,552 +145	+0.9%	+$17.2K	1.77%	11
2015 Q1	$2M	Buy	16,407 +146	+0.9%	+$17.7K	1.79%	13
2014 Q4	$1.94M	Buy	+16,261	New	+$1.94M	1.81%	13

Other funds holding LQD

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EFS

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's LQD Position: Q1 2018 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2018, closing a stake of 2,420 shares — an estimated $294K sold.

Pinnacle Wealth Management Advisory Group first reported a position in LQD in Q4 2014 and held it in 13 quarters. The position peaked at $2M in Q1 2015. 742 funds tracked by Wall St. Rank hold LQD as of Q1 2018.

Pinnacle Wealth Management Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 2,420 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $294K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 13 quarters.
Pinnacle Wealth Management Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2M in Q1 2015.
742 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2018, filed 15 May 2018.