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

Brendel Financial 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
-2,845
Closed -$312K – 114
2025
Q2 		$312K Buy
2,845
+260
+10% +$27.9K 0.17% 78
2025
Q1 		$281K Buy
2,585
+675
+35% +$72.7K 0.17% 79
2024
Q4 		$204K Buy
+1,910
New +$209K 0.12% 87

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
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

Brendel Financial Advisors's LQD Position: Q3 2025 in Review

Brendel Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 2,845 shares — an estimated $312K sold.

Brendel Financial Advisors first reported a position in LQD in Q4 2024 and held it in 3 quarters. The position peaked at $312K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Brendel Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 2,845 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $312K.
  • Brendel Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Brendel Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $312K in Q2 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.