PFG
LQD icon

Peterson Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Peterson Financial Group’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
2024
Q3 		$4.68K Buy
+41
New +$4.54K 0.02% 303

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peterson Financial Group's LQD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024: 41 shares worth $4.68K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings.

1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Peterson Financial Group held 41 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.68K as of Q3 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #303 holding.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.