Principle Wealth Partners
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Principle Wealth Partners’s iShares LQD Premium Income+ ETF LQDW Stock Holding History

Principle Wealth Partners’s Portfolio LQDW Stock Details LQDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-361,728
Closed -$11.4M – 343
2023
Q3 		$11.4M Buy
+361,728
New +$11.8M 1.15% 21

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Principle Wealth Partners's LQDW Position: Q4 2023 in Review

Principle Wealth Partners sold out of iShares LQD Premium Income+ ETF (LQDW) in Q4 2023, closing a stake of 361,728 shares — an estimated $11.4M sold.

Principle Wealth Partners first reported a position in LQDW in Q3 2023 and held it in 1 quarter. The position peaked at $11.4M in Q3 2023. 21 funds tracked by Wall St. Rank hold LQDW as of Q4 2023.

  • Principle Wealth Partners reported no remaining iShares LQD Premium Income+ ETF position as of Q4 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 361,728 iShares LQD Premium Income+ ETF shares in Q4 2023, an estimated $11.4M.
  • Principle Wealth Partners first reported a position in iShares LQD Premium Income+ ETF in Q3 2023 and held it in 1 quarter.
  • Principle Wealth Partners's iShares LQD Premium Income+ ETF position peaked at $11.4M in Q3 2023.
  • 21 funds tracked by Wall St. Rank held iShares LQD Premium Income+ ETF as of Q4 2023.

Based on Principle Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.