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Beacon Financial Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Beacon Financial Advisory’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
Q2 		– Sell
-2,830
Closed -$308K – 364
2025
Q1 		$308K Buy
+2,830
New +$305K 0.09% 239
2021
Q1 		– Sell
-2,696
Closed -$372K – 231
2020
Q4 		$372K Buy
+2,696
New +$367K 0.24% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Beacon Financial Advisory's LQD Position: Q2 2025 in Review

Beacon Financial Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 2,830 shares — an estimated $308K sold.

Beacon Financial Advisory first reported a position in LQD in Q4 2020 and held it in 2 quarters. The position peaked at $372K in Q4 2020. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Beacon Financial Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,830 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $308K.
  • Beacon Financial Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Beacon Financial Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $372K in Q4 2020.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Beacon Financial Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.