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

Clear Point 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
2024 Q4	–	Sell	-14	Closed	-$1.54K	–	358
2024 Q3	$1.54K	Hold	14	–	–	﹤0.01%	458
2024 Q2	$1.46K	Hold	14	–	–	﹤0.01%	459
2024 Q1	$1.49K	Hold	14	–	–	﹤0.01%	450
2023 Q4	$1.51K	Buy	+14	New	+$1.46K	﹤0.01%	437

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMU

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Point Advisors's LQD Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 14 shares — an estimated $1.54K sold.

Clear Point Advisors first reported a position in LQD in Q4 2023 and held it in 4 quarters. The position peaked at $1.54K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Clear Point Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 14 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $1.54K.
Clear Point Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.54K in Q3 2024.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.