Prestige Wealth Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Prestige Wealth Management 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
2022 Q4	–	Sell	-55	Closed	-$6K	–	1170
2022 Q3	$6K	Sell	55 -100	-65%	-$11K	﹤0.01%	515
2022 Q2	$17K	Hold	155	–	–	﹤0.01%	359
2022 Q1	$19K	Hold	155	–	–	﹤0.01%	358
2021 Q4	$21K	Hold	155	–	–	0.01%	373
2021 Q3	$21K	Sell	155 -1,400	-90%	-$189K	0.01%	368
2021 Q2	$209K	Sell	1,555 -175	-10%	-$23.1K	0.06%	127
2021 Q1	$225K	Buy	1,730 +55	+3%	+$7.32K	0.06%	113
2020 Q4	$231K	Hold	1,675	–	–	0.06%	116
2020 Q3	$226K	Hold	1,675	–	–	0.07%	105
2020 Q2	$225K	Buy	+1,675	New	+$218K	0.08%	89

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Prestige Wealth Management Group's LQD Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 55 shares — an estimated $6K sold.

Prestige Wealth Management Group first reported a position in LQD in Q2 2020 and held it in 10 quarters. The position peaked at $231K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Prestige Wealth Management Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 55 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $6K.
Prestige Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
Prestige Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $231K in Q4 2020.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.