Apexium Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Apexium Financial’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 Q1	–	Sell	-2,360	Closed	-$252K	–	284
2024 Q4	$252K	Sell	2,360 -478	-17%	-$52.3K	0.02%	227
2024 Q3	$321K	Buy	+2,838	New	+$314K	0.02%	181
2024 Q2	–	Sell	-2,108	Closed	-$230K	–	231
2024 Q1	$230K	Sell	2,108 -177	-8%	-$19.2K	0.02%	210
2023 Q4	$253K	Sell	2,285 -373	-14%	-$38.8K	0.02%	232
2023 Q3	$271K	Sell	2,658 -1,020	-28%	-$108K	0.03%	179
2023 Q2	$398K	Buy	3,678 +4	+0.1%	+$433	0.04%	154
2023 Q1	$403K	Buy	3,674 +3	+0.1%	+$325	0.04%	147
2022 Q4	$387K	Sell	3,671 -229	-6%	-$24K	0.04%	144
2022 Q3	$400K	Buy	+3,900	New	+$430K	0.05%	134

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

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apexium Financial's LQD Position: Q1 2025 in Review

Apexium Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 2,360 shares — an estimated $252K sold.

Apexium Financial first reported a position in LQD in Q3 2022 and held it in 9 quarters. The position peaked at $403K in Q1 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Apexium Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Apexium Financial sold 2,360 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $252K.
Apexium Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
Apexium Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $403K in Q1 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Apexium Financial's 13F filing for Q1 2025, filed 14 May 2025.