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Cary Street Partners Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cary Street Partners Investment Advisory’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
-344
Closed -$37.7K – 628
2025
Q2 		$37.7K Sell
344
-8
-2% -$858 0.02% 422
2025
Q1 		$38.3K Sell
352
-139
-28% -$15K 0.02% 391
2024
Q4 		$52.5K Sell
491
-31,357
-98% -$3.43M 0.03% 316
2024
Q3 		$458K Sell
31,848
-145
-0.5% -$16K 0.02% 519
2024
Q2 		$452K Buy
31,993
+2,066
+7% +$220K 0.02% 501
2024
Q1 		$234K Buy
29,927
+1,611
+6% +$175K 0.01% 628
2023
Q4 		$58.6K Sell
28,316
-1,050
-4% -$109K ﹤0.01% 643
2023
Q3 		$163K Buy
29,366
+28,623
+3,852% +$3.02M 0.01% 599
2023
Q2 		$80.3K Buy
743
+478
+180% +$51.7K 0.01% 705
2023
Q1 		$29K Buy
265
+15
+6% +$1.62K ﹤0.01% 875
2022
Q4 		$26.4K Buy
250
+83
+50% +$8.69K ﹤0.01% 899
2022
Q3 		$17K Buy
167
+92
+123% +$10.1K ﹤0.01% 499
2022
Q2 		$8K Buy
+75
New +$8.47K ﹤0.01% 549
2021
Q4 		– Sell
-1,600
Closed -$213K – 263
2021
Q3 		$213K Sell
1,600
-3,317
-67% -$448K 0.07% 229
2021
Q2 		$661K Sell
4,917
-560
-10% -$73.8K 0.21% 110
2021
Q1 		$712K Sell
5,477
-28
-0.5% -$3.73K 0.29% 87
2020
Q4 		$760K Sell
5,505
-421
-7% -$57.3K 0.15% 144
2020
Q3 		$798K Buy
5,926
+1,000
+20% +$136K 0.17% 145
2020
Q2 		$662K Buy
4,926
+585
+13% +$76.1K 0.94% 28
2020
Q1 		$536K Sell
4,341
-1,732
-29% -$221K 1.25% 23
2019
Q4 		$777K Buy
+6,073
New +$773K 0.85% 33
2018
Q4 		$309K Buy
+2,744
New +$309K 0.3% 63

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 $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 $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 $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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's LQD Position: Q3 2025 in Review

Cary Street Partners Investment Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 344 shares — an estimated $37.7K sold.

Cary Street Partners Investment Advisory first reported a position in LQD in Q4 2018 and held it in 22 quarters. The position peaked at $798K in Q3 2020. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 344 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $37.7K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 22 quarters.
  • Cary Street Partners Investment Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $798K in Q3 2020.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.