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

AllSquare 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	$12.9K	Hold	116	–	–	0.01%	363
2025 Q2	$12.7K	Hold	116	–	–	0.01%	360
2025 Q1	$12.6K	Hold	116	–	–	0.01%	358
2024 Q4	$12.4K	Hold	116	–	–	0.01%	360
2024 Q3	$13.1K	Hold	116	–	–	0.01%	358
2024 Q2	$12.4K	Hold	116	–	–	0.01%	353
2024 Q1	$12.6K	Hold	116	–	–	0.01%	357
2023 Q4	$12.8K	Hold	116	–	–	0.01%	350
2023 Q3	$11.8K	Hold	116	–	–	0.01%	354
2023 Q2	$12.4K	Hold	116	–	–	0.01%	356
2023 Q1	$12.7K	Hold	116	–	–	0.01%	350
2022 Q4	$12.2K	Hold	116	–	–	0.01%	343
2022 Q3	$12K	Hold	116	–	–	0.01%	335
2022 Q2	$13K	Hold	116	–	–	0.01%	339
2022 Q1	$14K	Buy	+116	New	+$14.5K	0.01%	346
2019 Q4	–	Sell	-27	Closed	-$3K	–	461
2019 Q3	$3K	Buy	+27	New	+$3.4K	﹤0.01%	399
2018 Q3	–	Sell	-25	Closed	-$3K	–	494
2018 Q2	$3K	Buy	+25	New	+$2.88K	﹤0.01%	429

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AllSquare Wealth Management's LQD Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2025 at 116 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #363.

AllSquare Wealth Management first reported a position in LQD in Q2 2018 and has held it in 17 quarters since. The position peaked at $14K in Q1 2022. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

AllSquare Wealth Management held 116 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.9K as of Q3 2025.
AllSquare Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #363 holding.
AllSquare Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 17 quarters since.
AllSquare Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14K in Q1 2022.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.