Single Point Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Single Point Partners’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
2023 Q2	–	Sell	-4,379	Closed	-$480K	–	117
2023 Q1	$480K	Buy	4,379 +17	+0.4%	+$1.84K	0.1%	72
2022 Q4	$460K	Sell	4,362 -1,579	-27%	-$165K	0.11%	77
2022 Q3	$609K	Sell	5,941 -2,898	-33%	-$319K	0.17%	55
2022 Q2	$973K	Sell	8,839 -2,010	-19%	-$227K	0.27%	36
2022 Q1	$1.31M	Sell	10,849 -151	-1%	-$18.8K	0.33%	33
2021 Q4	$1.46M	Buy	+11,000	New	+$1.46M	0.39%	29
2021 Q3	–	Sell	-11,750	Closed	-$1.58M	–	63
2021 Q2	$1.58M	Sell	11,750 -312	-3%	-$41.1K	0.54%	19
2021 Q1	$1.57M	Sell	12,062 -161	-1%	-$21.4K	0.58%	22
2020 Q4	$1.69M	Buy	12,223 +223	+2%	+$30.4K	0.76%	22
2020 Q3	$1.62M	Sell	12,000 -412	-3%	-$56.2K	0.86%	22
2020 Q2	$1.67M	Sell	12,412 -40	-0.3%	-$5.2K	0.97%	21
2020 Q1	$1.54M	Buy	12,452 +132	+1%	+$16.8K	1.07%	20
2019 Q4	$1.58M	Buy	+12,320	New	+$1.57M	0.96%	19

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Single Point Partners's LQD Position: Q2 2023 in Review

Single Point Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 4,379 shares — an estimated $480K sold.

Single Point Partners first reported a position in LQD in Q4 2019 and held it in 13 quarters. The position peaked at $1.69M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Single Point Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Single Point Partners sold 4,379 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $480K.
Single Point Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
Single Point Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.69M in Q4 2020.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Single Point Partners's 13F filing for Q2 2023, filed 10 Jul 2023.