BEI
LQD icon

Benjamin Edwards Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Benjamin Edwards Inc’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
-2,280
Closed -$244K – 1131
2024
Q4 		$244K Hold
2,280
– – ﹤0.01% 1035
2024
Q3 		$258K Buy
2,280
+897
+65% +$99.2K ﹤0.01% 996
2024
Q2 		$148K Buy
1,383
+90
+7% +$9.61K 0.03% 379
2024
Q1 		$141K Sell
1,293
-274
-17% -$29.8K 0.03% 380
2023
Q4 		$173K Hold
1,567
– – 0.04% 344
2023
Q3 		$160K Hold
1,567
– – 0.04% 321
2023
Q2 		$169K Buy
1,567
+44
+3% +$4.76K 0.04% 302
2023
Q1 		$167K Buy
1,523
+181
+13% +$19.6K 0.04% 303
2022
Q4 		$141K Sell
1,342
-925
-41% -$96.8K 0.04% 308
2022
Q3 		$232K Sell
2,267
-1,370
-38% -$151K 0.07% 230
2022
Q2 		$400K Buy
3,637
+2,527
+228% +$285K 0.12% 189
2022
Q1 		$134K Sell
1,110
-4,191
-79% -$523K 0.04% 314
2021
Q4 		$703K Buy
5,301
+686
+15% +$91.2K 0.23% 117
2021
Q3 		$614K Sell
4,615
-3,014
-40% -$407K 0.37% 93
2021
Q2 		$1.02M Buy
+7,629
New +$1.01M 0.7% 48
2021
Q1 		– Sell
-4,559
Closed -$630K – 390
2020
Q4 		$630K Buy
4,559
+1,586
+53% +$216K 0.49% 81
2020
Q3 		$400K Sell
2,973
-4,744
-61% -$647K 0.33% 100
2020
Q2 		$1.04M Buy
7,717
+7,140
+1,237% +$928K 0.87% 35
2020
Q1 		$71K Buy
577
+519
+895% +$66.1K 0.07% 152
2019
Q4 		$7K Hold
58
– – 0.01% 242
2019
Q3 		$7K Sell
58
-1,152
-95% -$145K 0.02% 239
2019
Q2 		$150K Buy
1,210
+127
+12% +$15.3K 0.36% 53
2019
Q1 		$129K Buy
+1,083
New +$125K 0.62% 33

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

Benjamin Edwards Inc's LQD Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 2,280 shares — an estimated $244K sold.

Benjamin Edwards Inc first reported a position in LQD in Q1 2019 and held it in 23 quarters. The position peaked at $1.04M in Q2 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,280 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $244K.
  • Benjamin Edwards Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 23 quarters.
  • Benjamin Edwards Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.04M in Q2 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.