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

Atticus 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
Q1 		– Sell
-425
Closed -$45.4K – 531
2024
Q4 		$45.4K Buy
425
+6
+1% +$657 0.01% 249
2024
Q3 		$47.3K Buy
419
+5
+1% +$553 0.02% 248
2024
Q2 		$44.4K Buy
414
+4
+1% +$427 0.01% 247
2024
Q1 		$44.6K Sell
410
-57
-12% -$6.19K 0.01% 252
2023
Q4 		$51.7K Sell
467
-541
-54% -$56.3K 0.02% 242
2023
Q3 		$103K Sell
1,008
-106
-10% -$11.2K 0.04% 174
2023
Q2 		$120K Buy
1,114
+5
+0.5% +$541 0.04% 164
2023
Q1 		$122K Sell
1,109
-154
-12% -$16.7K 0.05% 158
2022
Q4 		$133K Buy
+1,263
New +$132K 0.05% 159
2022
Q3 		– Sell
-2,812
Closed -$309K – 600
2022
Q2 		$309K Sell
2,812
-12
-0.4% -$1.35K 0.13% 106
2022
Q1 		$342K Buy
2,824
+251
+10% +$31.3K 0.12% 106
2021
Q4 		$341K Sell
2,573
-230
-8% -$30.6K 0.13% 96
2021
Q3 		$373K Sell
2,803
-54,672
-95% -$7.39M 0.16% 75
2021
Q2 		$7.72M Buy
57,475
+5,183
+10% +$683K 3.36% 4
2021
Q1 		$6.8M Buy
52,292
+49,264
+1,627% +$6.55M 3.24% 6
2020
Q4 		$418K Buy
3,028
+559
+23% +$76.1K 0.21% 64
2020
Q3 		$333K Sell
2,469
-62
-2% -$8.45K 0.2% 68
2020
Q2 		$340K Sell
2,531
-4,922
-66% -$640K 0.22% 67
2020
Q1 		$921K Buy
7,453
+3,713
+99% +$473K 0.74% 32
2019
Q4 		$479K Buy
+3,740
New +$476K 0.31% 54

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atticus Wealth Management's LQD Position: Q1 2025 in Review

Atticus Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 425 shares — an estimated $45.4K sold.

Atticus Wealth Management first reported a position in LQD in Q4 2019 and held it in 20 quarters. The position peaked at $7.72M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Atticus Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 425 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $45.4K.
  • Atticus Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Atticus Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.72M in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.