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

Proquility 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
2025
Q1 		$1.21M Sell
11,088
-585
-5% -$63K 0.37% 71
2024
Q4 		$1.25M Sell
11,673
-3,468
-23% -$379K 0.4% 63
2024
Q3 		$1.71M Buy
15,141
+2,885
+24% +$319K 0.55% 52
2024
Q2 		$1.31M Buy
12,256
+241
+2% +$25.7K 0.45% 60
2024
Q1 		$1.31M Buy
12,015
+5,741
+92% +$624K 0.45% 62
2023
Q4 		$694K Sell
6,274
-6,621
-51% -$689K 0.26% 75
2023
Q3 		$1.32M Sell
12,895
-26
-0.2% -$2.74K 0.54% 55
2023
Q2 		$1.4M Buy
12,921
+54
+0.4% +$5.84K 0.55% 57
2023
Q1 		$1.41M Sell
12,867
-1,468
-10% -$159K 0.56% 57
2022
Q4 		$1.51M Sell
14,335
-2,315
-14% -$242K 0.62% 50
2022
Q3 		$1.71M Buy
16,650
+127
+0.8% +$14K 0.78% 49
2022
Q2 		$1.82M Hold
16,523
– – 0.78% 49
2022
Q1 		$1.85M Buy
16,523
+249
+2% +$31.1K 0.77% 51
2021
Q4 		$2.02M Sell
16,274
-653
-4% -$86.8K 0.71% 50
2021
Q3 		$2.25M Sell
16,927
-557
-3% -$75.3K 0.85% 44
2021
Q2 		$2.35M Sell
17,484
-227
-1% -$29.9K 0.88% 41
2021
Q1 		$2.3M Buy
17,711
+212
+1% +$28.2K 0.92% 40
2020
Q4 		$2.42M Buy
+17,499
New +$2.38M 1.1% 28

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Proquility Private Wealth Partners's LQD Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5% in Q1 2025, selling an estimated $63K and leaving 11,088 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #71.

Proquility Private Wealth Partners first reported a position in LQD in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.42M in Q4 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Proquility Private Wealth Partners held 11,088 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.21M as of Q1 2025.
  • Proquility Private Wealth Partners sold 585 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $63K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.37% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #71 holding.
  • Proquility Private Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.42M in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.