Cornerstone Retirement Group’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

Cornerstone Retirement Group’s Portfolio LQDW Stock Details LQDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$481K	Buy	+15,274	New	+$496K	0.14%	13

Other funds holding LQDW

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cornerstone Retirement Group's LQDW Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares LQD Premium Income+ ETF (LQDW) in Q3 2023: 15,274 shares worth $481K. The stake represents 0.14% of the portfolio and ranks #13 among its holdings.

25 funds tracked by Wall St. Rank hold LQDW as of Q3 2023.

Cornerstone Retirement Group held 15,274 shares of iShares LQD Premium Income+ ETF worth $481K as of Q3 2023.
iShares LQD Premium Income+ ETF was a new Cornerstone Retirement Group position in Q3 2023.
iShares LQD Premium Income+ ETF made up 0.14% of Cornerstone Retirement Group's portfolio in Q3 2023, its #13 holding.
25 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.