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

Guidance 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
2022 Q2	–	Sell	-11,530	Closed	-$869K	–	90
2022 Q1	$869K	Sell	11,530 -10,775	-48%	-$1.34M	0.33%	44
2021 Q4	$3.04M	Buy	22,305 +3,693	+20%	+$491K	1.1%	20
2021 Q3	$2.48M	Buy	18,612 +2,641	+17%	+$357K	0.9%	23
2021 Q2	$2.15M	Buy	15,971 +2,023	+15%	+$267K	0.83%	26
2021 Q1	$1.81M	Buy	13,948 +2,880	+26%	+$383K	0.75%	26
2020 Q4	$1.53M	Buy	11,068 +1,978	+22%	+$269K	0.7%	27
2020 Q3	$1.22M	Buy	9,090 +1,476	+19%	+$201K	0.67%	31
2020 Q2	$1.02M	Buy	7,614 +1,746	+30%	+$227K	0.57%	34
2020 Q1	$724K	Buy	5,868 +1,750	+42%	+$223K	0.47%	40
2019 Q4	$527K	Buy	4,118 +703	+21%	+$89.5K	0.26%	41
2019 Q3	$451K	Buy	3,415 +306	+10%	+$38.5K	0.25%	44
2019 Q2	$386K	Buy	3,109 +235	+8%	+$28.2K	0.22%	47
2019 Q1	$342K	Sell	2,874 -92	-3%	-$10.7K	0.2%	49
2018 Q4	$328K	Buy	+2,966	New	+$333K	0.21%	50

Other funds holding LQD

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

MYLI

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

AIMU

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Guidance Point Advisors's LQD Position: Q2 2022 in Review

Guidance Point Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 11,530 shares — an estimated $869K sold.

Guidance Point Advisors first reported a position in LQD in Q4 2018 and held it in 14 quarters. The position peaked at $3.04M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Guidance Point Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Guidance Point Advisors sold 11,530 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $869K.
Guidance Point Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
Guidance Point Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.04M in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Guidance Point Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.