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

PrairieView 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
2024 Q3	–	Sell	-642	Closed	-$68K	–	397
2024 Q2	$68K	Hold	642	–	–	0.01%	180
2024 Q1	$70K	Hold	642	–	–	0.01%	164
2023 Q4	$71K	Hold	642	–	–	0.01%	155
2023 Q3	$65K	Hold	642	–	–	0.01%	158
2023 Q2	$69K	Hold	642	–	–	0.01%	171
2023 Q1	$70K	Hold	642	–	–	0.01%	162
2022 Q4	$67K	Hold	642	–	–	0.01%	165
2022 Q3	$66K	Hold	642	–	–	0.01%	157
2022 Q2	$71K	Hold	642	–	–	0.01%	164
2022 Q1	$78K	Hold	642	–	–	0.01%	166
2021 Q4	$85K	Hold	642	–	–	0.01%	167
2021 Q3	$85K	Hold	642	–	–	0.01%	140
2021 Q2	$86K	Hold	642	–	–	0.01%	136
2021 Q1	$83K	Sell	642 -22	-3%	-$2.93K	0.01%	135
2020 Q4	$92K	Hold	664	–	–	0.02%	121
2020 Q3	$89K	Hold	664	–	–	0.02%	111
2020 Q2	$89K	Hold	664	–	–	0.02%	109
2020 Q1	$82K	Buy	+664	New	+$84.6K	0.02%	110

Other funds holding LQD

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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PrairieView Partners's LQD Position: Q3 2024 in Review

PrairieView Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 642 shares — an estimated $68K sold.

PrairieView Partners first reported a position in LQD in Q1 2020 and held it in 18 quarters. The position peaked at $92K in Q4 2020. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

PrairieView Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 642 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $68K.
PrairieView Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 18 quarters.
PrairieView Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $92K in Q4 2020.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.