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

Private Wealth 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 Q2	–	Sell	-2,000	Closed	-$218K	–	171
2024 Q1	$218K	Hold	2,000	–	–	0.02%	152
2023 Q4	$221K	Hold	2,000	–	–	0.02%	157
2023 Q3	$204K	Sell	2,000 -8,400	-81%	-$886K	0.02%	154
2023 Q2	$1.12M	Hold	10,400	–	–	0.1%	71
2023 Q1	$1.14M	Hold	10,400	–	–	0.11%	72
2022 Q4	$1.1M	Buy	+10,400	New	+$1.09M	0.13%	72

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

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

Private Wealth Partners's LQD Position: Q2 2024 in Review

Private Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,000 shares — an estimated $218K sold.

Private Wealth Partners first reported a position in LQD in Q4 2022 and held it in 6 quarters. The position peaked at $1.14M in Q1 2023. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Private Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Private Wealth Partners sold 2,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $218K.
Private Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Private Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.14M in Q1 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Private Wealth Partners's 13F filing for Q2 2024, filed 8 Aug 2024.