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

Triad 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
Q3 		– Sell
-126
Closed -$13.5K – 535
2024
Q2 		$13.5K Buy
+126
New +$13.4K 0.01% 414

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's LQD Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 126 shares — an estimated $13.5K sold.

Triad Wealth Partners first reported a position in LQD in Q2 2024 and held it in 1 quarter. The position peaked at $13.5K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 126 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $13.5K.
  • Triad Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.5K in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.