Prio Wealth Limited Partnership’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Prio Wealth Limited Partnership’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 Q1	–	Sell	-4,085	Closed	-$564K	–	279
2020 Q4	$564K	Hold	4,085	–	–	0.02%	174
2020 Q3	$550K	Hold	4,085	–	–	0.02%	165
2020 Q2	$549K	Buy	4,085 +71	+2%	+$9.23K	0.03%	165
2020 Q1	$496K	Hold	4,014	–	–	0.03%	156
2019 Q4	$514K	Hold	4,014	–	–	0.02%	173
2019 Q3	$512K	Buy	+4,014	New	+$506K	0.02%	174

Other funds holding LQD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prio Wealth Limited Partnership's LQD Position: Q1 2021 in Review

Prio Wealth Limited Partnership sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2021, closing a stake of 4,085 shares — an estimated $564K sold.

Prio Wealth Limited Partnership first reported a position in LQD in Q3 2019 and held it in 6 quarters. The position peaked at $564K in Q4 2020. 1,076 funds tracked by Wall St. Rank hold LQD as of Q1 2021.

Prio Wealth Limited Partnership reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Prio Wealth Limited Partnership sold 4,085 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $564K.
Prio Wealth Limited Partnership first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Prio Wealth Limited Partnership's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $564K in Q4 2020.
1,076 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2021, filed 6 May 2021.