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

Lake Point Wealth 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 Q2	–	Sell	-2	Closed	–	–	476
2022 Q1	$0	Hold	2	–	–	﹤0.01%	453
2021 Q4	$0	Hold	2	–	–	﹤0.01%	467
2021 Q3	$0	Hold	2	–	–	﹤0.01%	437
2021 Q2	$0	Buy	+2	New	+$264	﹤0.01%	428
2020 Q1	$12K	Hold	101	–	–	0.01%	99
2019 Q4	$13K	Buy	+101	New	+$12.9K	﹤0.01%	247
2019 Q2	$14K	Hold	113	–	–	﹤0.01%	284
2019 Q1	$14K	Sell	113 -1,739	-94%	-$201K	﹤0.01%	284
2018 Q4	$209K	Buy	+1,852	New	+$208K	0.08%	143

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

Lake Point Wealth Management's LQD Position: Q2 2022 in Review

Lake Point Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2 shares.

Lake Point Wealth Management first reported a position in LQD in Q4 2018 and held it in 9 quarters. The position peaked at $209K in Q4 2018. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Lake Point Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022.
Lake Point Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Lake Point Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $209K in Q4 2018.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.