WealthTrust-Arizona’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WealthTrust-Arizona’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 Q2	–	Sell	-1,971	Closed	-$231K	–	692
2018 Q1	$231K	Sell	1,971 -214	-10%	-$25.3K	0.12%	58
2017 Q4	$266K	Buy	2,185 +202	+10%	+$24.4K	0.13%	56
2017 Q3	$240K	Buy	1,983 +1,265	+176%	+$153K	0.12%	59
2017 Q2	$87K	Sell	718 -1	-0.1%	-$120	0.04%	103
2017 Q1	$85K	Buy	+719	New	+$84.4K	0.05%	104
2016 Q3	–	Sell	-2,979	Closed	-$366K	–	624
2016 Q2	$366K	Sell	2,979 -13	-0.4%	-$1.56K	0.23%	47
2016 Q1	$356K	Sell	2,992 -135	-4%	-$15.5K	0.23%	41
2015 Q4	$357K	Sell	3,127 -165	-5%	-$19.1K	0.21%	41
2015 Q3	$382K	Buy	+3,292	New	+$381K	0.24%	36

Other funds holding LQD

Bank of America

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

Fisher Asset Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return