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Beacon Capital Management LLC (Tennessee)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-332
Closed -$36.4K – 641
2025
Q2 		$36.4K Sell
332
-249
-43% -$26.7K ﹤0.01% 397
2025
Q1 		$63.2K Sell
581
-43
-7% -$4.63K 0.01% 279
2024
Q4 		$66.7K Buy
624
+3
+0.5% +$328 0.01% 254
2024
Q3 		$70.2K Sell
621
-1,048
-63% -$116K 0.01% 259
2024
Q2 		$179K Buy
1,669
+2
+0.1% +$213 0.03% 109
2024
Q1 		$182K Buy
1,667
+833
+100% +$90.5K 0.04% 112
2023
Q4 		$85.1K Buy
834
+32
+4% +$3.33K 0.02% 155
2023
Q3 		$86.7K Hold
802
– – 0.02% 166
2023
Q2 		$86.7K Sell
802
-63
-7% -$6.81K 0.02% 166
2023
Q1 		$94.8K Sell
865
-157
-15% -$17K 0.03% 143
2022
Q4 		$108K Sell
1,022
-595
-37% -$62.3K 0.04% 132
2022
Q3 		$177K Sell
1,617
-178
-10% -$19.6K 0.06% 94
2022
Q2 		$217K Hold
1,795
– – 0.05% 88
2022
Q1 		$217K Buy
+1,795
New +$224K 0.05% 88

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BlackRock
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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

Beacon Capital Management LLC (Tennessee)'s LQD Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 332 shares — an estimated $36.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in LQD in Q1 2022 and held it in 14 quarters. The position peaked at $217K in Q2 2022. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 332 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $36.4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $217K in Q2 2022.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.