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

Peachtree 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
Q1 		– Sell
-195
Closed -$26K – 107
2021
Q4 		$26K Buy
+195
New +$25.9K 0.01% 95

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Peachtree Investment Partners's LQD Position: Q1 2022 in Review

Peachtree Investment Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 195 shares — an estimated $26K sold.

Peachtree Investment Partners first reported a position in LQD in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Peachtree Investment Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 195 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $26K.
  • Peachtree Investment Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Peachtree Investment Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $26K in Q4 2021.
  • 1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Peachtree Investment Partners's 13F filing for Q1 2022, filed 8 Jun 2022.