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Alpha Cubed Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Alpha Cubed Investments’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
Q4 		$24.9M Buy
225,865
+7,676
+4% +$853K 0.85% 29
2025
Q3 		$24.3M Buy
218,189
+9,974
+5% +$1.1M 0.85% 30
2025
Q2 		$22.8M Buy
208,215
+30,024
+17% +$3.22M 0.87% 32
2025
Q1 		$19.4M Buy
178,191
+5,821
+3% +$627K 0.86% 35
2024
Q4 		$18.4M Sell
172,370
-41,898
-20% -$4.58M 0.84% 37
2024
Q3 		$24.2M Sell
214,268
-3,628
-2% -$401K 1.08% 33
2024
Q2 		$23.3M Buy
217,896
+15,552
+8% +$1.66M 1.11% 28
2024
Q1 		$22M Buy
202,344
+86,632
+75% +$9.41M 1.15% 28
2023
Q4 		$12.8M Buy
+115,712
New +$12M 0.72% 40
2023
Q2 		– Sell
-1,873
Closed -$205K – 279
2023
Q1 		$205K Sell
1,873
-1,964
-51% -$213K 0.01% 249
2022
Q4 		$405K Buy
+3,837
New +$402K 0.03% 185
2021
Q1 		– Sell
-2,153
Closed -$297K – 267
2020
Q4 		$297K Sell
2,153
-66
-3% -$8.99K 0.03% 200
2020
Q3 		$299K Buy
+2,219
New +$303K 0.03% 176
2015
Q3 		– Sell
-20,259
Closed -$2.34M – 196
2015
Q2 		$2.34M Buy
20,259
+9,958
+97% +$1.18M 0.63% 48
2015
Q1 		$1.25M Buy
+10,301
New +$1.25M 0.39% 69

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Alpha Cubed Investments's LQD Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.5% in Q4 2025, buying an estimated $853K and bringing the position to 225,865 shares worth $24.9M. The position accounts for 0.85% of the portfolio, ranked #29.

Alpha Cubed Investments first reported a position in LQD in Q1 2015 and has held it in 15 quarters since. 1,147 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Alpha Cubed Investments held 225,865 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $24.9M as of Q4 2025.
  • Alpha Cubed Investments bought 7,676 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $853K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.85% of Alpha Cubed Investments's portfolio in Q4 2025, its #29 holding.
  • Alpha Cubed Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 15 quarters since.
  • 1,147 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.