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

Provence Wealth Management 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
2023
Q4 		– Sell
-171
Closed -$17.4K – 474
2023
Q3 		$17.4K Buy
+171
New +$18K 0.01% 269

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Provence Wealth Management Group's LQD Position: Q4 2023 in Review

Provence Wealth Management Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 171 shares — an estimated $17.4K sold.

Provence Wealth Management Group first reported a position in LQD in Q3 2023 and held it in 1 quarter. The position peaked at $17.4K in Q3 2023. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Provence Wealth Management Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Provence Wealth Management Group sold 171 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $17.4K.
  • Provence Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Provence Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.4K in Q3 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.