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

Capital A 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 Q2	$1.88K	Sell	17 -13	-43%	-$1.4K	0.02%	329
2025 Q1	$3.26K	Hold	30	–	–	﹤0.01%	431
2024 Q4	$3.21K	Buy	+30	New	+$3.28K	0.01%	430

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $49.2B AUM 14.31% 1-Year Est. Return

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

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

Capital A Wealth Management's LQD Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 43% in Q2 2025, selling an estimated $1.4K and leaving 17 shares worth $1.88K. The position accounts for 0.02% of the portfolio, ranked #329.

Capital A Wealth Management first reported a position in LQD in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.26K in Q1 2025. 1,046 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Capital A Wealth Management held 17 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.88K as of Q2 2025.
Capital A Wealth Management sold 13 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #329 holding.
Capital A Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
Capital A Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.26K in Q1 2025.
1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.