Karp Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Karp Capital Management’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 Q4	–	Sell	-4,329	Closed	-$444K	–	72
2022 Q3	$444K	Sell	4,329 -13,107	-75%	-$1.44M	0.09%	94
2022 Q2	$1.92M	Sell	17,436 -8,832	-34%	-$997K	0.34%	83
2022 Q1	$3.18M	Sell	26,268 -26,056	-50%	-$3.25M	0.46%	70
2021 Q4	$6.93M	Buy	52,324 +2,610	+5%	+$347K	0.87%	45
2021 Q3	$6.61M	Sell	49,714 -9,627	-16%	-$1.3M	0.93%	42
2021 Q2	$7.97M	Buy	59,341 +1,282	+2%	+$169K	1.18%	28
2021 Q1	$7.55M	Buy	58,059 +6,370	+12%	+$847K	1.37%	28
2020 Q4	$7.14M	Buy	51,689 +576	+1%	+$78.4K	1.47%	24
2020 Q3	$6.88M	Sell	51,113 -64,544	-56%	-$8.8M	1.68%	24
2020 Q2	$15.6M	Buy	115,657 +4,384	+4%	+$570K	4.31%	2
2020 Q1	$13.7M	Buy	+111,273	New	+$14.2M	4.51%	2
2019 Q1	–	Sell	-670	Closed	-$76K	–	265
2018 Q4	$76K	Sell	670 -52,948	-99%	-$5.95M	0.04%	124
2018 Q3	$6.16M	Buy	53,618 +9,017	+20%	+$1.04M	2.12%	10
2018 Q2	$5.11M	Buy	44,601 +2,405	+6%	+$277K	2.01%	12
2018 Q1	$4.95M	Buy	42,196 +3,978	+10%	+$470K	2%	12
2017 Q4	$4.65M	Buy	38,218 +3,860	+11%	+$467K	1.97%	11
2017 Q3	$4.17M	Buy	34,358 +979	+3%	+$118K	1.94%	13
2017 Q2	$4M	Buy	33,379 +2,865	+9%	+$342K	1.98%	14
2017 Q1	$3.6M	Buy	+30,514	New	+$3.58M	2.03%	13
2016 Q4	–	Sell	-31,124	Closed	-$3.83M	–	81
2016 Q3	$3.83M	Buy	31,124 +315	+1%	+$38.8K	2.45%	9
2016 Q2	$3.78M	Sell	30,809 -243	-0.8%	-$29.1K	2.51%	8
2016 Q1	$3.69M	Sell	31,052 -4,028	-11%	-$463K	2.54%	5
2015 Q4	$4M	Buy	35,080 +3,840	+12%	+$444K	2.32%	7
2015 Q3	$3.63M	Buy	31,240 +785	+3%	+$90.8K	2.48%	6
2015 Q2	$3.52M	Buy	30,455 +810	+3%	+$96K	2.38%	9
2015 Q1	$3.61M	Buy	29,645 +1,325	+5%	+$161K	2.45%	8
2014 Q4	$3.38M	Buy	+28,320	New	+$3.37M	2.46%	8

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Karp Capital Management's LQD Position: Q4 2022 in Review

Karp Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 4,329 shares — an estimated $444K sold.

Karp Capital Management first reported a position in LQD in Q4 2014 and held it in 27 quarters. The position peaked at $15.6M in Q2 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Karp Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 4,329 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $444K.
Karp Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 27 quarters.
Karp Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15.6M in Q2 2020.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.