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

Private Wealth 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	–	Sell	-3,615	Closed	-$387K	–	64
2024 Q2	$387K	Sell	3,615 -164	-4%	-$17.5K	0.2%	50
2024 Q1	$412K	Buy	+3,779	New	+$411K	0.21%	48
2020 Q1	–	Sell	-14,911	Closed	-$1.91M	–	36
2019 Q4	$1.91M	Sell	14,911 -390	-3%	-$49.7K	1.98%	13
2019 Q3	$1.95M	Sell	15,301 -23	-0.2%	-$2.9K	1.75%	17
2019 Q2	$1.91M	Sell	15,324 -209	-1%	-$25.1K	1.74%	17
2019 Q1	$1.85M	Buy	+15,533	New	+$1.8M	1.7%	17
2018 Q1	–	Sell	-15,740	Closed	-$1.91M	–	25
2017 Q4	$1.91M	Buy	+15,740	New	+$1.9M	2.2%	13

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

Private Wealth Group's LQD Position: Q3 2024 in Review

Private Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 3,615 shares — an estimated $387K sold.

Private Wealth Group first reported a position in LQD in Q4 2017 and held it in 7 quarters. The position peaked at $1.95M in Q3 2019. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Private Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Private Wealth Group sold 3,615 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $387K.
Private Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
Private Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.95M in Q3 2019.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Private Wealth Group's 13F filing for Q3 2024, filed 29 Oct 2024.