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

Personal Wealth 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
2021
Q3 		– Sell
-200
Closed -$27K – 257
2021
Q2 		$27K Buy
+200
New +$26.4K 0.01% 189
2020
Q1 		– Sell
-200
Closed -$26K – 365
2019
Q4 		$26K Hold
200
– – 0.01% 181
2019
Q3 		$25K Hold
200
– – 0.01% 186
2019
Q2 		$25K Buy
+200
New +$24K 0.01% 169

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
PGEBT
Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Personal Wealth Partners's LQD Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 200 shares — an estimated $27K sold.

Personal Wealth Partners first reported a position in LQD in Q2 2019 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 200 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $27K.
  • Personal Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $27K in Q2 2021.
  • 1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.