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

Prosperity Planning’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 		– Hold
0
– – – 66
2024
Q4 		– Hold
0
– – – 66
2024
Q3 		– Sell
-6,197
Closed -$686K – 66
2024
Q2 		$664K Buy
+6,197
New +$661K 0.23% 64
2024
Q1 		– Hold
0
– – – 59
2023
Q4 		– Hold
0
– – – 58
2023
Q3 		– Hold
0
– – – 57
2023
Q2 		– Hold
0
– – – 61
2023
Q1 		– Hold
0
– – – 60
2022
Q4 		– Hold
0
– – – 54
2022
Q3 		– Hold
0
– – – 53
2022
Q2 		– Hold
0
– – – 51
2022
Q1 		– Hold
0
– – – 44
2021
Q4 		– Hold
0
– – – 44
2021
Q3 		– Hold
0
– – – 41
2021
Q2 		– Hold
0
– – – 38
2021
Q1 		– Hold
0
– – – 39
2020
Q4 		– Hold
0
– – – 30

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

Prosperity Planning's LQD Position: Q1 2025 in Review

Prosperity Planning held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2025 at 0 shares worth $671K. The position accounts for 0.21% of the portfolio, ranked #66.

Prosperity Planning first reported a position in LQD in Q2 2024 and has held it in 1 quarter since. The position peaked at $664K in Q2 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Prosperity Planning held 0 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $671K as of Q1 2025.
  • Prosperity Planning left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Prosperity Planning's portfolio in Q1 2025, its #66 holding.
  • Prosperity Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $664K in Q2 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Prosperity Planning's 13F filing for Q1 2025, filed 11 Apr 2025.