WealthShield’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WealthShield’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 Q4	$962K	Buy	+7,963	New	+$963K	0.59%	32

Other funds holding LQD

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EFS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

WealthShield's LQD Position: Q4 2017 in Review

WealthShield opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2017: 7,963 shares worth $962K. The stake represents 0.59% of the portfolio and ranks #32 among its holdings.

752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

WealthShield held 7,963 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $962K as of Q4 2017.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new WealthShield position in Q4 2017.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.59% of WealthShield's portfolio in Q4 2017, its #32 holding.
752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.