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

Point View 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
2020 Q4	$370K	Sell	2,678 -79	-3%	-$10.8K	0.15%	183
2020 Q3	$371K	Buy	2,757 +1	+0%	+$136	0.18%	164
2020 Q2	$371K	Buy	2,756 +1	+0%	+$130	0.18%	169
2020 Q1	$340K	Sell	2,755 -427	-13%	-$54.4K	0.19%	163
2019 Q4	$407K	Buy	3,182 +1	+0%	+$127	0.17%	177
2019 Q3	$405K	Sell	3,181 -173	-5%	-$21.8K	0.18%	162
2019 Q2	$417K	Sell	3,354 -309	-8%	-$37.1K	0.18%	160
2019 Q1	$436K	Sell	3,663 -68	-2%	-$7.88K	0.19%	153
2018 Q4	$421K	Sell	3,731 -628	-14%	-$70.6K	0.21%	144
2018 Q3	$501K	Sell	4,359 -141	-3%	-$16.3K	0.22%	145
2018 Q2	$516K	Sell	4,500 -39	-0.9%	-$4.49K	0.24%	139
2018 Q1	$533K	Buy	+4,539	New	+$536K	0.26%	131
2017 Q4	–	Sell	-4,679	Closed	-$568K	–	264
2017 Q3	$568K	Sell	4,679 -111	-2%	-$13.4K	0.27%	133
2017 Q2	$577K	Sell	4,790 -159	-3%	-$19K	0.28%	127
2017 Q1	$584K	Buy	4,949 +391	+9%	+$45.9K	0.3%	116
2016 Q4	$534K	Sell	4,558 -540	-11%	-$64.2K	0.31%	117
2016 Q3	$628K	Sell	5,098 -76	-1%	-$9.36K	0.37%	102
2016 Q2	$635K	Sell	5,174 -386	-7%	-$46.3K	0.39%	95
2016 Q1	$661K	Sell	5,560 -534	-9%	-$61.4K	0.43%	83
2015 Q4	$695K	Sell	6,094 -1,099	-15%	-$127K	0.5%	73
2015 Q3	$835K	Sell	7,193 -336	-4%	-$38.9K	0.67%	50
2015 Q2	$871K	Sell	7,529 -395	-5%	-$46.8K	0.68%	50
2015 Q1	$964K	Sell	7,924 -817	-9%	-$99.1K	0.74%	41
2014 Q4	$1.04M	Sell	8,741 -603	-6%	-$71.9K	0.78%	38
2014 Q3	$1.1M	Sell	9,344 -253	-3%	-$30.1K	0.94%	29
2014 Q2	$1.14M	Buy	9,597 +1,196	+14%	+$141K	0.99%	25
2014 Q1	$982K	Sell	8,401 -1,247	-13%	-$145K	0.89%	33
2013 Q4	$1.1M	Buy	+9,648	New	+$1.1M	1.05%	24

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Point View Wealth Management's LQD Position: Q4 2020 in Review

Point View Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.9% in Q4 2020, selling an estimated $10.8K and leaving 2,678 shares worth $370K. The position accounts for 0.15% of the portfolio, ranked #183.

Point View Wealth Management first reported a position in LQD in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.14M in Q2 2014. 1,153 funds tracked by Wall St. Rank hold LQD as of Q4 2020.

Point View Wealth Management held 2,678 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $370K as of Q4 2020.
Point View Wealth Management sold 79 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $10.8K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Point View Wealth Management's portfolio in Q4 2020, its #183 holding.
Point View Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 28 quarters since.
Point View Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.14M in Q2 2014.
1,153 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.