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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$996K	Buy	8,262 +5,233	+173%	+$625K	0.23%	109
2017 Q1	$357K	Sell	3,029 -5,214	-63%	-$612K	0.1%	228
2016 Q4	$966K	Buy	8,243 +7,598	+1,178%	+$903K	0.24%	106
2016 Q3	$79K	Buy	645 +1	+0.2%	+$123	0.02%	586
2016 Q2	$79K	Sell	644 -6	-0.9%	-$720	0.02%	565
2016 Q1	$77K	Buy	650 +29	+5%	+$3.33K	0.02%	545
2015 Q4	$71K	Buy	621 +87	+16%	+$10.1K	0.02%	558
2015 Q3	$62K	Sell	534 -648	-55%	-$74.9K	0.02%	579
2015 Q2	$137K	Sell	1,182 -732	-38%	-$86.7K	0.04%	449
2015 Q1	$233K	Sell	1,914 -811	-30%	-$98.4K	0.07%	316
2014 Q4	$325K	Sell	2,725 -279	-9%	-$33.2K	0.07%	318
2014 Q3	$355K	Sell	3,004 -3,558	-54%	-$423K	0.07%	325
2014 Q2	$783K	Buy	6,562 +3,618	+123%	+$428K	0.15%	174
2014 Q1	$344K	Sell	2,944 -3,583	-55%	-$416K	0.07%	321
2013 Q4	$745K	Sell	6,527 -886	-12%	-$101K	0.11%	221
2013 Q3	$842K	Sell	7,413 -2,984	-29%	-$338K	0.13%	188
2013 Q2	$1.18M	Buy	+10,397	New	+$1.24M	0.2%	132