Castleview Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Castleview Partners’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	-7,406	Closed	-$791K	–	401
2024 Q4	$791K	Sell	7,406 -634	-8%	-$69.4K	0.43%	56
2024 Q3	$908K	Sell	8,040 -41	-0.5%	-$4.54K	0.52%	41
2024 Q2	$866K	Sell	8,081 -1,418	-15%	-$151K	0.49%	46
2024 Q1	$1.03M	Sell	9,499 -365	-4%	-$39.7K	0.58%	38
2023 Q4	$1.09M	Buy	9,864 +9,143	+1,268%	+$952K	0.76%	22
2023 Q3	$73.6K	Buy	721 +65	+10%	+$6.85K	0.07%	205
2023 Q2	$70.9K	Hold	656	–	–	0.06%	219
2023 Q1	$71.9K	Buy	656 +8	+1%	+$866	0.06%	213
2022 Q4	$68.3K	Hold	648	–	–	0.07%	196
2022 Q3	$66K	Buy	648 +324	+100%	+$35.7K	0.06%	211
2022 Q2	$14.8K	Sell	324 -324	-50%	-$36.6K	0.01%	419
2022 Q1	$78K	Sell	648 -69,985	-99%	-$8.73M	0.05%	279
2021 Q4	$533	Buy	+70,633	New	+$9.39M	﹤0.01%	506
2018 Q1	$316K	Buy	+2,690	New	+$318K	0.26%	84

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

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castleview Partners's LQD Position: Q1 2025 in Review

Castleview Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 7,406 shares — an estimated $791K sold.

Castleview Partners first reported a position in LQD in Q1 2018 and held it in 14 quarters. The position peaked at $1.09M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Castleview Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 7,406 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $791K.
Castleview Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 14 quarters.
Castleview Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.09M in Q4 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.