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

Abich Financial Wealth Management’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
Q3 		$20.2K Buy
+181
New +$19.9K 0.01% 393
2024
Q3 		$7.8K Sell
69
-537
-89% -$59.4K 0.02% 221
2024
Q2 		$64.9K Sell
606
-3,290
-84% -$351K 0.04% 134
2024
Q1 		$424K Buy
3,896
+3,423
+724% +$372K 0.33% 16
2023
Q4 		$52.3K Buy
+473
New +$49.3K 0.05% 107

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Abich Financial Wealth Management's LQD Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025: 181 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in LQD as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in LQD in Q4 2023 and has held it in 5 quarters since. The position peaked at $424K in Q1 2024. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Abich Financial Wealth Management held 181 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $20.2K as of Q3 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #393 holding.
  • Abich Financial Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $424K in Q1 2024.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.