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Bullock Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bullock Wealth Management’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
-21
Closed -$2.24K – 604
2024
Q4 		$2.24K Hold
21
– – ﹤0.01% 500
2024
Q3 		$2.38K Hold
21
– – ﹤0.01% 481
2024
Q2 		$2.23K Hold
21
– – ﹤0.01% 467
2024
Q1 		$2.26K Buy
+21
New +$2.28K ﹤0.01% 476

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bullock Wealth Management's LQD Position: Q1 2025 in Review

Bullock Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 21 shares — an estimated $2.24K sold.

Bullock Wealth Management first reported a position in LQD in Q1 2024 and held it in 4 quarters. The position peaked at $2.38K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Bullock Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 21 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.24K.
  • Bullock Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.38K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.