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

Chicago Partners Investment Group’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
Q4 		– Sell
-1,787
Closed -$202K – 1323
2025
Q3 		$202K Buy
+1,787
New +$196K 0.01% 1157
2024
Q2 		– Sell
-4,385
Closed -$462K – 757
2024
Q1 		$462K Buy
+4,385
New +$476K 0.02% 469
2018
Q4 		– Sell
-1,690
Closed -$191K – 654
2018
Q3 		$191K Hold
1,690
– – 0.03% 314
2018
Q2 		$194K Buy
1,690
+690
+69% +$79.5K 0.03% 283
2018
Q1 		$117K Sell
1,000
-318
-24% -$37.6K 0.02% 320
2017
Q4 		$160K Sell
1,318
-597
-31% -$72.2K 0.03% 290
2017
Q3 		$232K Buy
1,915
+1,295
+209% +$156K 0.04% 240
2017
Q2 		$74K Sell
620
-380
-38% -$45.4K 0.02% 314
2017
Q1 		$118K Hold
1,000
– – 0.03% 231
2016
Q4 		$117K Hold
1,000
– – 0.04% 213
2016
Q3 		$123K Hold
1,000
– – 0.05% 214
2016
Q2 		$123K Hold
1,000
– – 0.06% 174
2016
Q1 		$119K Hold
1,000
– – 0.06% 165
2015
Q4 		$114K Hold
1,000
– – 0.05% 218
2015
Q3 		$116K Hold
1,000
– – 0.06% 177
2015
Q2 		$116K Sell
1,000
-19
-2% -$2.25K 0.05% 177
2015
Q1 		$122K Buy
1,019
+19
+2% +$2.3K 0.05% 166
2014
Q4 		$119K Buy
+1,000
New +$119K 0.05% 168

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Chicago Partners Investment Group's LQD Position: Q4 2025 in Review

Chicago Partners Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 1,787 shares — an estimated $202K sold.

Chicago Partners Investment Group first reported a position in LQD in Q4 2014 and held it in 18 quarters. The position peaked at $462K in Q1 2024. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Chicago Partners Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,787 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $202K.
  • Chicago Partners Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 18 quarters.
  • Chicago Partners Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $462K in Q1 2024.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Chicago Partners Investment Group's 13F filing for Q4 2025, filed 28 Jan 2026.