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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NMIFOAC

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

AIMU

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthTrust-Arizona's LQD Position: Q2 2018 in Review

WealthTrust-Arizona sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2018, closing a stake of 1,971 shares — an estimated $231K sold.

WealthTrust-Arizona first reported a position in LQD in Q3 2015 and held it in 9 quarters. The position peaked at $382K in Q3 2015. 723 funds tracked by Wall St. Rank hold LQD as of Q2 2018.

WealthTrust-Arizona reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
WealthTrust-Arizona sold 1,971 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $231K.
WealthTrust-Arizona first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and held it in 9 quarters.
WealthTrust-Arizona's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $382K in Q3 2015.
723 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.