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

CarsonAllaria 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 Q3	–	Sell	-127	Closed	-$13.9K	–	226
2025 Q2	$13.9K	Sell	127 -5	-4%	-$537	0.01%	226
2025 Q1	$14.4K	Buy	132 +1	+0.8%	+$108	0.01%	222
2024 Q4	$14.1K	Buy	131 +2	+2%	+$219	0.01%	223
2024 Q3	$14.7K	Buy	129 +1	+0.8%	+$111	0.01%	228
2024 Q2	$13.8K	Buy	128 +1	+0.8%	+$107	0.01%	226
2024 Q1	$13.8K	Buy	127 +1	+0.8%	+$109	0.01%	219
2023 Q4	$14K	Buy	126 +2	+2%	+$208	0.01%	191
2023 Q3	$12.7K	Buy	124 +1	+0.8%	+$105	0.01%	192
2023 Q2	$13.3K	Buy	123 +2	+2%	+$216	0.01%	199
2023 Q1	$13.4K	Buy	+121	New	+$13.1K	0.01%	190
2022 Q2	–	Sell	-191	Closed	-$23K	–	341
2022 Q1	$23K	Sell	191 -20	-9%	-$2.5K	0.02%	152
2021 Q4	$28K	Buy	+211	New	+$28K	0.02%	155

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

CarsonAllaria Wealth Management's LQD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 127 shares — an estimated $13.9K sold.

CarsonAllaria Wealth Management first reported a position in LQD in Q4 2021 and held it in 12 quarters. The position peaked at $28K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 127 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $13.9K.
CarsonAllaria Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
CarsonAllaria Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28K in Q4 2021.
1,051 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.