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

Great Point Wealth 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
2020 Q1	–	Sell	-5,297	Closed	-$677K	–	47
2019 Q4	$677K	Buy	5,297 +173	+3%	+$22K	0.42%	26
2019 Q3	$653K	Buy	5,124 +1,489	+41%	+$188K	0.44%	25
2019 Q2	$452K	Sell	3,635 -35	-1%	-$4.2K	0.37%	30
2019 Q1	$436K	Buy	3,670 +291	+9%	+$33.7K	0.37%	31
2018 Q4	$381K	Buy	+3,379	New	+$380K	0.36%	30

Other funds holding LQD

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AIMU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Great Point Wealth Advisors's LQD Position: Q1 2020 in Review

Great Point Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 5,297 shares — an estimated $677K sold.

Great Point Wealth Advisors first reported a position in LQD in Q4 2018 and held it in 5 quarters. The position peaked at $677K in Q4 2019. 931 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Great Point Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Great Point Wealth Advisors sold 5,297 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $677K.
Great Point Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Great Point Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $677K in Q4 2019.
931 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Great Point Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.