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Axos Invest’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Axos Invest’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 		– Sell
-67,832
Closed -$7.56M – 24
2025
Q3 		$7.56M Sell
67,832
-1,972
-3% -$217K 5.66% 4
2025
Q2 		$7.65M Sell
69,804
-1,936
-3% -$208K 5.78% 4
2025
Q1 		$7.8M Sell
71,740
-4,546
-6% -$490K 6.04% 4
2024
Q4 		$8.15M Buy
76,286
+217
+0.3% +$23.7K 5.93% 4
2024
Q3 		$8.59M Buy
+76,069
New +$8.42M 5.88% 4

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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 $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Axos Invest's LQD Position: Q4 2025 in Review

Axos Invest sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 67,832 shares — an estimated $7.56M sold.

Axos Invest first reported a position in LQD in Q3 2024 and held it in 5 quarters. The position peaked at $8.59M in Q3 2024. 1,145 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Axos Invest reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Axos Invest sold 67,832 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $7.56M.
  • Axos Invest first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
  • Axos Invest's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.59M in Q3 2024.
  • 1,145 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Axos Invest's 13F filing for Q4 2025, filed 23 Jan 2026.