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

Kings Point 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 Q1	$33K	Sell	271 -411	-60%	-$51.3K	﹤0.01%	409
2021 Q4	$90K	Buy	682 +411	+152%	+$54.6K	0.01%	312
2021 Q3	$36K	Hold	271	–	–	﹤0.01%	404
2021 Q2	$36K	Hold	271	–	–	﹤0.01%	388
2021 Q1	$35K	Hold	271	–	–	﹤0.01%	381
2020 Q4	$37K	Sell	271 -8	-3%	-$1.09K	﹤0.01%	351
2020 Q3	$38K	Buy	279 +8	+3%	+$1.09K	﹤0.01%	334
2020 Q2	$36K	Hold	271	–	–	0.01%	309
2020 Q1	$33K	Hold	271	–	–	0.01%	318
2019 Q4	$35K	Hold	271	–	–	0.01%	358
2019 Q3	$35K	Hold	271	–	–	0.01%	341
2019 Q2	$34K	Hold	271	–	–	0.01%	302
2019 Q1	$32K	Hold	271	–	–	0.01%	276
2018 Q4	$31K	Hold	271	–	–	0.01%	269
2018 Q3	$31K	Hold	271	–	–	0.01%	287
2018 Q2	$31K	Hold	271	–	–	0.01%	280
2018 Q1	$32K	Hold	271	–	–	0.01%	281
2017 Q4	$33K	Hold	271	–	–	0.01%	270
2017 Q3	$33K	Sell	271 -600	-69%	-$72.5K	0.01%	256
2017 Q2	$105K	Hold	871	–	–	0.02%	175
2017 Q1	$103K	Hold	871	–	–	0.02%	171
2016 Q4	$102K	Hold	871	–	–	0.03%	163
2016 Q3	$107K	Hold	871	–	–	0.03%	145
2016 Q2	$107K	Hold	871	–	–	0.03%	150
2016 Q1	$103K	Hold	871	–	–	0.03%	145
2015 Q4	$99K	Hold	871	–	–	0.02%	155
2015 Q3	$101K	Hold	871	–	–	0.03%	171
2015 Q2	$101K	Hold	871	–	–	0.02%	167
2015 Q1	$106K	Hold	871	–	–	0.03%	164
2014 Q4	$104K	Hold	871	–	–	0.03%	151
2014 Q3	$103K	Hold	871	–	–	0.03%	138
2014 Q2	$104K	Hold	871	–	–	0.03%	134
2014 Q1	$102K	Hold	871	–	–	0.03%	128
2013 Q4	$99K	Sell	871 -200	-19%	-$22.8K	0.03%	128
2013 Q3	$122K	Sell	1,071 -2,900	-73%	-$328K	0.05%	118
2013 Q2	$451K	Buy	+3,971	New	+$472K	0.18%	70

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MYLI

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kings Point Capital Management's LQD Position: Q1 2022 in Review

Kings Point Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 60% in Q1 2022, selling an estimated $51.3K and leaving 271 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Kings Point Capital Management first reported a position in LQD in Q2 2013 and has held it in 36 quarters since. The position peaked at $451K in Q2 2013. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Kings Point Capital Management held 271 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $33K as of Q1 2022.
Kings Point Capital Management sold 411 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $51.3K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #409 holding.
Kings Point Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $451K in Q2 2013.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.