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Avantra Family Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Avantra Family Wealth’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 		– Sell
-4,173
Closed -$457K – 173
2025
Q2 		$457K Sell
4,173
-104
-2% -$11.2K 0.38% 76
2025
Q1 		$465K Buy
4,277
+1,048
+32% +$113K 0.45% 83
2024
Q4 		$345K Buy
+3,229
New +$353K 0.32% 110

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Avantra Family Wealth's LQD Position: Q3 2025 in Review

Avantra Family Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 4,173 shares — an estimated $457K sold.

Avantra Family Wealth first reported a position in LQD in Q4 2024 and held it in 3 quarters. The position peaked at $465K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Avantra Family Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 4,173 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $457K.
  • Avantra Family Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Avantra Family Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $465K in Q1 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.