Bellwether Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bellwether Advisors’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	-1,512	Closed	-$166K	–	380
2025 Q2	$166K	Hold	1,512	–	–	0.03%	140
2025 Q1	$164K	Hold	1,512	–	–	0.03%	138
2024 Q4	$162K	Buy	+1,512	New	+$165K	0.03%	149
2023 Q3	–	Sell	-2,005	Closed	-$217K	–	116
2023 Q2	$217K	Sell	2,005 -34	-2%	-$3.68K	0.06%	85
2023 Q1	$223K	Sell	2,039 -365	-15%	-$39.5K	0.06%	120
2022 Q4	$253K	Sell	2,404 -971	-29%	-$102K	0.07%	112
2022 Q3	$345K	Hold	3,375	–	–	0.11%	84
2022 Q2	$371K	Sell	3,375 -198	-6%	-$22.4K	0.12%	91
2022 Q1	$432K	Sell	3,573 -109	-3%	-$13.6K	0.13%	115
2021 Q4	$487K	Sell	3,682 -12,560	-77%	-$1.67M	0.15%	93
2021 Q3	$2.16M	Hold	16,242	–	–	0.72%	32
2021 Q2	$2.18M	Sell	16,242 -26	-0.2%	-$3.43K	0.75%	34
2021 Q1	$2.12M	Buy	16,268 +9	+0.1%	+$1.2K	0.84%	33
2020 Q4	$2.25M	Buy	+16,259	New	+$2.21M	0.99%	29

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bellwether Advisors's LQD Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 1,512 shares — an estimated $166K sold.

Bellwether Advisors first reported a position in LQD in Q4 2020 and held it in 14 quarters. The position peaked at $2.25M in Q4 2020. 1,049 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Bellwether Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,512 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $166K.
Bellwether Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 14 quarters.
Bellwether Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.25M in Q4 2020.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.