Wealthcare Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealthcare Capital 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
2016 Q2	–	Sell	-1,978	Closed	-$235K	–	213
2016 Q1	$235K	Buy	+1,978	New	+$227K	0.03%	39
2015 Q2	–	Sell	-1,056	Closed	-$129K	–	665
2015 Q1	$129K	Buy	+1,056	New	+$128K	0.02%	130
2014 Q4	–	Sell	-55	Closed	-$7K	–	236
2014 Q3	$7K	Buy	+55	New	+$6.54K	﹤0.01%	191

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

EFS

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

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Wealthcare Capital Management's LQD Position: Q2 2016 in Review

Wealthcare Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2016, closing a stake of 1,978 shares — an estimated $235K sold.

Wealthcare Capital Management first reported a position in LQD in Q3 2014 and held it in 3 quarters. The position peaked at $235K in Q1 2016. 601 funds tracked by Wall St. Rank hold LQD as of Q2 2016.

Wealthcare Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
Wealthcare Capital Management sold 1,978 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2016, an estimated $235K.
Wealthcare Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 3 quarters.
Wealthcare Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $235K in Q1 2016.
601 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2016.

Based on Wealthcare Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.