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Regent Peak Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Regent Peak Wealth Advisors’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
-2,699
Closed -$276K – 161
2022
Q3 		$276K Buy
2,699
+774
+40% +$85.3K 0.1% 123
2022
Q2 		$211K Sell
1,925
-667
-26% -$75.3K 0.07% 148
2022
Q1 		$313K Sell
2,592
-326
-11% -$40.7K 0.09% 122
2021
Q4 		$387K Sell
2,918
-472
-14% -$62.7K 0.11% 111
2021
Q3 		$451K Hold
3,390
– – 0.13% 99
2021
Q2 		$461K Sell
3,390
-716
-17% -$94.4K 0.13% 96
2021
Q1 		$533K Sell
4,106
-134
-3% -$17.8K 0.18% 83
2020
Q4 		$586K Buy
4,240
+357
+9% +$48.6K 0.2% 73
2020
Q3 		$523K Sell
3,883
-190
-5% -$25.9K 0.22% 69
2020
Q2 		$548K Sell
4,073
-449
-10% -$58.4K 0.25% 63
2020
Q1 		$558K Sell
4,522
-741
-14% -$94.4K 0.31% 60
2019
Q4 		$673K Buy
+5,263
New +$670K 0.31% 62

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
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
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

Regent Peak Wealth Advisors's LQD Position: Q4 2022 in Review

Regent Peak Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 2,699 shares — an estimated $276K sold.

Regent Peak Wealth Advisors first reported a position in LQD in Q4 2019 and held it in 12 quarters. The position peaked at $673K in Q4 2019. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Regent Peak Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,699 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $276K.
  • Regent Peak Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Regent Peak Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $673K in Q4 2019.
  • 1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.