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

Smith & Howard 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
2014 Q1	–	Sell	-1,037	Closed	-$118K	–	141
2013 Q4	$118K	Buy	1,037 +159	+18%	+$18.2K	0.07%	78
2013 Q3	$100K	Buy	878 +78	+10%	+$8.82K	0.06%	71
2013 Q2	$91K	Buy	+800	New	+$95.1K	0.06%	75

Other funds holding LQD

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Smith & Howard Wealth Management's LQD Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2014, closing a stake of 1,037 shares — an estimated $118K sold.

Smith & Howard Wealth Management first reported a position in LQD in Q2 2013 and held it in 3 quarters. The position peaked at $118K in Q4 2013. 455 funds tracked by Wall St. Rank hold LQD as of Q1 2014.

Smith & Howard Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 1,037 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2014, an estimated $118K.
Smith & Howard Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $118K in Q4 2013.
455 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.