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

Twelve Points 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
2023
Q4 		– Sell
-11,834
Closed -$1.21M – 169
2023
Q3 		$1.21M Buy
+11,834
New +$1.25M 0.6% 50

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Twelve Points Wealth Management's LQD Position: Q4 2023 in Review

Twelve Points Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 11,834 shares — an estimated $1.21M sold.

Twelve Points Wealth Management first reported a position in LQD in Q3 2023 and held it in 1 quarter. The position peaked at $1.21M in Q3 2023. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Twelve Points Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Twelve Points Wealth Management sold 11,834 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $1.21M.
  • Twelve Points Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Twelve Points Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.21M in Q3 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Twelve Points Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.