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Pinnacle Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pinnacle Private Wealth’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 		$490K Sell
4,450
-27
-0.6% -$3.05K 0.19% 125
2022
Q1 		$541K Sell
4,477
-351
-7% -$43.8K 0.17% 137
2021
Q4 		$640K Buy
+4,828
New +$642K 0.2% 123

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pinnacle Private Wealth's LQD Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.6% in Q2 2022, selling an estimated $3.05K and leaving 4,450 shares worth $490K. The position accounts for 0.19% of the portfolio, ranked #125.

Pinnacle Private Wealth first reported a position in LQD in Q4 2021 and has held it in 3 quarters since. The position peaked at $640K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Pinnacle Private Wealth held 4,450 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $490K as of Q2 2022.
  • Pinnacle Private Wealth sold 27 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $3.05K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of Pinnacle Private Wealth's portfolio in Q2 2022, its #125 holding.
  • Pinnacle Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $640K 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 Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.