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

Centerpoint Advisors’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
2026
Q3 		$60K Hold
586
– – 0.02% 165
2026
Q2 		$64K Sell
586
-44
-7% -$4.79K 0.02% 154
2026
Q1 		$69K Buy
630
+36
+6% +$3.97K 0.02% 136
2025
Q4 		$65K Hold
594
– – 0.02% 149
2025
Q3 		$66K Hold
594
– – 0.02% 152
2025
Q2 		$65K Hold
594
– – 0.02% 142
2025
Q1 		$65K Buy
594
+13
+2% +$1.4K 0.02% 147
2024
Q4 		$62K Buy
581
+51
+10% +$5.58K 0.02% 154
2024
Q3 		$60K Hold
530
– – 0.02% 158
2024
Q2 		$57K Buy
530
+10
+2% +$1.07K 0.02% 157
2024
Q1 		$57K Buy
520
+158
+44% +$17.2K 0.02% 150
2023
Q4 		$40K Hold
362
– – 0.02% 169
2023
Q3 		$37K Hold
362
– – 0.02% 170
2023
Q2 		$39K Hold
362
– – 0.02% 179
2023
Q1 		$40K Hold
362
– – 0.02% 181
2022
Q4 		$38K Buy
362
+187
+107% +$19.6K 0.02% 162
2022
Q3 		$18K Hold
175
– – 0.01% 189
2022
Q2 		$19K Hold
175
– – 0.01% 196
2022
Q1 		$21K Hold
175
– – 0.01% 191
2021
Q4 		$23K Hold
175
– – 0.01% 173
2021
Q3 		$23K Sell
175
-204
-54% -$27.6K 0.01% 160
2021
Q2 		$51K Buy
379
+29
+8% +$3.82K 0.02% 127
2021
Q1 		$46K Sell
350
-14
-4% -$1.86K 0.03% 105
2020
Q4 		$50K Buy
+364
New +$49.6K 0.03% 99

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Centerpoint Advisors's LQD Position: Q3 2026 in Review

Centerpoint Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 586 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #165.

Centerpoint Advisors first reported a position in LQD in Q4 2020 and has held it in 24 quarters since. The position peaked at $69K in Q1 2026. 699 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Centerpoint Advisors held 586 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $60K as of Q3 2026.
  • Centerpoint Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Centerpoint Advisors's portfolio in Q3 2026, its #165 holding.
  • Centerpoint Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Centerpoint Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $69K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.