Advisor Resource Council’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Advisor Resource Council’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	-3,000	Closed	-$326K	–	408
2025 Q1	$326K	Buy	+3,000	New	+$323K	0.03%	450
2022 Q3	–	Sell	-30,067	Closed	-$3.31M	–	343
2022 Q2	$3.31M	Buy	30,067 +7,303	+32%	+$825K	0.31%	64
2022 Q1	$2.75M	Sell	22,764 -11,784	-34%	-$1.47M	0.83%	30
2021 Q4	$4.58M	Buy	34,548 +22,019	+176%	+$2.93M	0.36%	53
2021 Q3	$1.67M	Buy	12,529 +617	+5%	+$83.4K	0.51%	54
2021 Q2	$1.6M	Buy	+11,912	New	+$1.57M	0.17%	137

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

Advisor Resource Council's LQD Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 3,000 shares — an estimated $326K sold.

Advisor Resource Council first reported a position in LQD in Q2 2021 and held it in 6 quarters. The position peaked at $4.58M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Advisor Resource Council reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $326K.
Advisor Resource Council first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.58M in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.