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Choate Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Choate Investment Advisors’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
2026
Q1 		– Sell
-500
Closed -$55.1K – 449
2025
Q4 		$55.1K Buy
+500
New +$55.6K ﹤0.01% 441
2025
Q3 		– Sell
-500
Closed -$54.8K – 464
2025
Q2 		$54.8K Buy
+500
New +$53.7K ﹤0.01% 440
2023
Q4 		– Sell
-589
Closed -$60.1K – 427
2023
Q3 		$60.1K Hold
589
– – ﹤0.01% 393
2023
Q2 		$63.7K Buy
589
+89
+18% +$9.63K ﹤0.01% 314
2023
Q1 		$54.8K Hold
500
– – ﹤0.01% 294
2022
Q4 		$52.7K Hold
500
– – ﹤0.01% 302
2022
Q3 		$51K Sell
500
-2,448
-83% -$270K ﹤0.01% 270
2022
Q2 		$324K Sell
2,948
-241
-8% -$27.2K 0.02% 208
2022
Q1 		$385K Sell
3,189
-574
-15% -$71.6K 0.02% 219
2021
Q4 		$498K Buy
3,763
+574
+18% +$76.3K 0.03% 187
2021
Q3 		$425K Hold
3,189
– – 0.03% 190
2021
Q2 		$428K Sell
3,189
-50
-2% -$6.59K 0.03% 191
2021
Q1 		$421K Buy
3,239
+50
+2% +$6.65K 0.03% 190
2020
Q4 		$440K Sell
3,189
-314
-9% -$42.8K 0.03% 176
2020
Q3 		$472K Buy
3,503
+314
+10% +$42.8K 0.03% 162
2020
Q2 		$429K Hold
3,189
– – 0.03% 166
2020
Q1 		$394K Buy
+3,189
New +$406K 0.03% 169
2019
Q1 		– Sell
-3,029
Closed -$342K – 236
2018
Q4 		$342K Buy
+3,029
New +$341K 0.02% 171

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Choate Investment Advisors's LQD Position: Q1 2026 in Review

Choate Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 500 shares — an estimated $55.1K sold.

Choate Investment Advisors first reported a position in LQD in Q4 2018 and held it in 18 quarters. The position peaked at $498K in Q4 2021. 1,108 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Choate Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Choate Investment Advisors sold 500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $55.1K.
  • Choate Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 18 quarters.
  • Choate Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $498K in Q4 2021.
  • 1,108 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.