CFAM
LQD icon

Center For Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Center For Asset 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
-14,145
Closed -$1.51M – 145
2025
Q2 		$1.51M Buy
14,145
+3,579
+34% +$384K 0.93% 29
2025
Q1 		$1.15M Sell
10,566
-3,831
-27% -$413K 0.7% 37
2024
Q4 		$1.54M Sell
14,397
-13,838
-49% -$1.51M 1% 27
2024
Q3 		$3.19M Buy
28,235
+673
+2% +$74.5K 1.91% 13
2024
Q2 		$2.95M Buy
27,562
+3,604
+15% +$385K 1.95% 14
2024
Q1 		$2.61M Sell
23,958
-7,059
-23% -$767K 2.14% 10
2023
Q4 		$3.43M Buy
31,017
+760
+3% +$79.1K 3.13% 9
2023
Q3 		$3.09M Sell
30,257
-4,507
-13% -$475K 3.08% 9
2023
Q2 		$3.76M Sell
34,764
-1,258
-3% -$136K 3.55% 8
2023
Q1 		$3.95M Buy
36,022
+1,287
+4% +$139K 3.86% 7
2022
Q4 		$3.66M Buy
34,735
+769
+2% +$80.5K 3.41% 8
2022
Q3 		$3.48M Sell
33,966
-7,409
-18% -$817K 3.46% 7
2022
Q2 		$4.55M Buy
41,375
+2,753
+7% +$311K 4.22% 7
2022
Q1 		$4.67M Sell
38,622
-17,668
-31% -$2.2M 3.61% 7
2021
Q4 		$7.46M Buy
56,290
+3,735
+7% +$496K 5.52% 3
2021
Q3 		$6.99M Buy
52,555
+2,270
+5% +$307K 5.88% 2
2021
Q2 		$6.76M Buy
50,285
+12,045
+31% +$1.59M 5.83% 2
2021
Q1 		$4.97M Sell
38,240
-4,298
-10% -$572K 4.77% 5
2020
Q4 		$5.88M Buy
+42,538
New +$5.79M 5.86% 3

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 $5.72T AUM 30.48% 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 $45.6B AUM 18.83% 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

Center For Asset Management's LQD Position: Q3 2025 in Review

Center For Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 14,145 shares — an estimated $1.51M sold.

Center For Asset Management first reported a position in LQD in Q4 2020 and held it in 19 quarters. The position peaked at $7.46M in Q4 2021. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Center For Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Center For Asset Management sold 14,145 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.51M.
  • Center For Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Center For Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.46M in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Center For Asset Management's 13F filing for Q3 2025, filed 19 Nov 2025.