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

Viewpoint Investment 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
2022
Q4 		– Sell
-17,400
Closed -$1.78M – 8
2022
Q3 		$1.78M Buy
17,400
+4,600
+36% +$507K 2.12% 9
2022
Q2 		$1.41M Buy
12,800
+4,100
+47% +$463K 1.6% 9
2022
Q1 		$1.15M Buy
8,700
+5,500
+172% +$686K 0.91% 8
2021
Q4 		$424K Hold
3,200
– – 0.24% 10
2021
Q3 		$426K Sell
3,200
-400
-11% -$54.1K 0.25% 11
2021
Q2 		$484K Sell
3,600
-66,772
-95% -$8.8M 0.32% 9
2021
Q1 		$9.15M Sell
70,372
-30,190
-30% -$4.02M 6.98% 3
2020
Q4 		$13.5M Sell
100,562
-6,550
-6% -$892K 12.62% 3
2020
Q3 		$14.4M Sell
107,112
-70,497
-40% -$9.61M 13.4% 2
2020
Q2 		$23.9M Buy
177,609
+47,109
+36% +$6.13M 22.46% 2
2020
Q1 		$16.1M Buy
130,500
+77,865
+148% +$9.92M 35.5% 2
2019
Q4 		$6.74M Sell
52,635
-42,335
-45% -$5.39M 7.15% 4
2019
Q3 		$12.1M Sell
94,970
-18,250
-16% -$2.3M 16.5% 3
2019
Q2 		$14.1M Sell
113,220
-21,110
-16% -$2.54M 14.44% 2
2019
Q1 		$16M Sell
134,330
-86,438
-39% -$10M 14.44% 3
2018
Q4 		$24.9M Buy
+220,768
New +$24.8M 42.41% 1

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

Viewpoint Investment Partners's LQD Position: Q4 2022 in Review

Viewpoint Investment Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 17,400 shares — an estimated $1.78M sold.

Viewpoint Investment Partners first reported a position in LQD in Q4 2018 and held it in 16 quarters. The position peaked at $24.9M in Q4 2018. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Viewpoint Investment Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Viewpoint Investment Partners sold 17,400 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $1.78M.
  • Viewpoint Investment Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Viewpoint Investment Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $24.9M in Q4 2018.
  • 1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Viewpoint Investment Partners's 13F filing for Q4 2022, filed 26 Jan 2023.