Truepoint Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-2,840	Closed	-$363K	–	81
2019 Q4	$363K	Buy	+2,840	New	+$362K	0.03%	86
2019 Q3	–	Sell	-2,945	Closed	-$366K	–	116
2019 Q2	$366K	Buy	2,945 +195	+7%	+$23.4K	0.03%	84
2019 Q1	$327K	Sell	2,750 -200	-7%	-$23.2K	0.03%	84
2018 Q4	$333K	Buy	+2,950	New	+$332K	0.03%	78
2018 Q2	–	Sell	-346	Closed	-$2.95K	–	112
2018 Q1	$2.95K	Sell	346 -2,604	-88%	-$308K	0.02%	77
2017 Q4	$359K	Buy	+2,950	New	+$357K	0.03%	62
2017 Q3	–	Sell	-5,550	Closed	-$672K	–	108
2017 Q2	$672K	Sell	5,550 -400	-7%	-$47.8K	0.07%	42
2017 Q1	$702K	Hold	5,950	–	–	0.08%	42
2016 Q4	$699K	Buy	5,950 +700	+13%	+$83.2K	0.08%	41
2016 Q3	$647K	Sell	5,250 -2,700	-34%	-$333K	0.08%	38
2016 Q2	$976K	Hold	7,950	–	–	0.13%	27
2016 Q1	$945K	Buy	+7,950	New	+$914K	0.12%	25

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truepoint Inc's LQD Position: Q1 2020 in Review

Truepoint Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2020, closing a stake of 2,840 shares — an estimated $363K sold.

Truepoint Inc first reported a position in LQD in Q1 2016 and held it in 12 quarters. The position peaked at $976K in Q2 2016. 929 funds tracked by Wall St. Rank hold LQD as of Q1 2020.

Truepoint Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Truepoint Inc sold 2,840 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $363K.
Truepoint Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 12 quarters.
Truepoint Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $976K in Q2 2016.
929 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.