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

BCS 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
-2,665
Closed -$285K – 253
2024
Q4 		$285K Buy
+2,665
New +$292K 0.07% 206
2024
Q2 		– Sell
-2,719
Closed -$296K – 191
2024
Q1 		$296K Buy
2,719
+3
+0.1% +$326 0.1% 190
2023
Q4 		$301K Buy
2,716
+21
+0.8% +$2.19K 0.11% 167
2023
Q3 		$275K Buy
+2,695
New +$284K 0.11% 159
2023
Q2 		– Sell
-2,695
Closed -$295K – 142
2023
Q1 		$295K Hold
2,695
– – 0.13% 122
2022
Q4 		$284K Buy
2,695
+452
+20% +$47.3K 0.12% 148
2022
Q3 		$230K Hold
2,243
– – 0.11% 161
2022
Q2 		$247K Sell
2,243
-210
-9% -$23.7K 0.11% 151
2022
Q1 		$297K Buy
2,453
+13
+0.5% +$1.62K 0.12% 150
2021
Q4 		$323K Hold
2,440
– – 0.12% 150
2021
Q3 		$325K Buy
2,440
+133
+6% +$18K 0.14% 131
2021
Q2 		$310K Sell
2,307
-18
-0.8% -$2.37K 0.16% 114
2021
Q1 		$302K Hold
2,325
– – 0.14% 117
2020
Q4 		$321K Buy
2,325
+194
+9% +$26.4K 0.17% 105
2020
Q3 		$287K Buy
2,131
+400
+23% +$54.5K 0.16% 101
2020
Q2 		$233K Buy
+1,731
New +$225K 0.14% 109

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

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

BCS Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 2,665 shares — an estimated $285K sold.

BCS Wealth Management first reported a position in LQD in Q2 2020 and held it in 16 quarters. The position peaked at $325K in Q3 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • BCS Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • BCS Wealth Management sold 2,665 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $285K.
  • BCS Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
  • BCS Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $325K in Q3 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on BCS Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.