Prosperity Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Prosperity Capital Advisors’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 Q2	–	Sell	-13,594	Closed	-$1.48M	–	392
2025 Q1	$1.48M	Buy	13,594 +2,551	+23%	+$275K	0.12%	124
2024 Q4	$1.18M	Sell	11,043 -20,191	-65%	-$2.21M	0.1%	144
2024 Q3	$3.53M	Buy	31,234 +25,600	+454%	+$2.83M	0.3%	68
2024 Q2	$604K	Sell	5,634 -378	-6%	-$40.3K	0.07%	172
2024 Q1	$655K	Sell	6,012 -14,263	-70%	-$1.55M	0.08%	183
2023 Q4	$2.24M	Buy	20,275 +2,434	+14%	+$253K	0.24%	55
2023 Q3	$1.82M	Buy	17,841 +9,924	+125%	+$1.05M	0.24%	56
2023 Q2	$856K	Buy	+7,917	New	+$856K	0.12%	100

Other funds holding LQD

MYLI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

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

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Prosperity Capital Advisors's LQD Position: Q2 2025 in Review

Prosperity Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 13,594 shares — an estimated $1.48M sold.

Prosperity Capital Advisors first reported a position in LQD in Q2 2023 and held it in 8 quarters. The position peaked at $3.53M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Prosperity Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 13,594 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.48M.
Prosperity Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
Prosperity Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.53M in Q3 2024.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Prosperity Capital Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.