Atria Wealth Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Atria Wealth Solutions’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	$6.01M	Sell	54,882 -73,930	-57%	-$7.93M	0.14%	177
2025 Q1	$14M	Sell	128,812 -58,779	-31%	-$6.33M	0.17%	132
2024 Q4	$20M	Sell	187,591 -64,742	-26%	-$7.08M	0.22%	94
2024 Q3	$28.5M	Sell	252,333 -14,665	-5%	-$1.62M	0.31%	59
2024 Q2	$28.6M	Sell	266,998 -15,526	-5%	-$1.66M	0.32%	53
2024 Q1	$30.8M	Sell	282,524 -40,346	-12%	-$4.38M	0.35%	46
2023 Q4	$35.7M	Buy	322,870 +57,272	+22%	+$5.96M	0.45%	33
2023 Q3	$27.1M	Buy	265,598 +52,496	+25%	+$5.54M	0.38%	49
2023 Q2	$23M	Buy	213,102 +3,521	+2%	+$381K	0.31%	68
2023 Q1	$23M	Sell	209,581 -5,081	-2%	-$550K	0.34%	63
2022 Q4	$22.6M	Buy	214,662 +20,220	+10%	+$2.12M	0.36%	59
2022 Q3	$19.9M	Buy	194,442 +65,284	+51%	+$7.2M	0.34%	57
2022 Q2	$14.2M	Sell	129,158 -9,735	-7%	-$1.1M	0.27%	84
2022 Q1	$16.8M	Buy	+138,893	New	+$17.3M	0.28%	77

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $4.76B AUM 23.76% 1-Year Est. Return

Atria Wealth Solutions's LQD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 57% in Q2 2025, selling an estimated $7.93M and leaving 54,882 shares worth $6.01M. The position accounts for 0.14% of the portfolio, ranked #177.

Atria Wealth Solutions first reported a position in LQD in Q1 2022 and has held it in 14 quarters since. The position peaked at $35.7M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Atria Wealth Solutions held 54,882 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.01M as of Q2 2025.
Atria Wealth Solutions sold 73,930 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $7.93M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #177 holding.
Atria Wealth Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.7M in Q4 2023.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.