Clear Creek Financial Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Clear Creek Financial 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 Q4	–	Sell	-9,284	Closed	-$1.03M	–	599
2025 Q3	$1.03M	Sell	9,284 -4,630	-33%	-$509K	0.09%	230
2025 Q2	$1.53M	Sell	13,914 -1,647	-11%	-$177K	0.15%	157
2025 Q1	$1.69M	Sell	15,561 -27,455	-64%	-$2.96M	0.18%	117
2024 Q4	$4.6M	Buy	43,016 +973	+2%	+$106K	0.5%	43
2024 Q3	$4.75M	Sell	42,043 -2,368	-5%	-$262K	0.54%	38
2024 Q2	$4.76M	Sell	44,411 -389	-0.9%	-$41.5K	0.58%	37
2024 Q1	$4.88M	Buy	44,800 +1,753	+4%	+$190K	0.62%	33
2023 Q4	$4.76M	Buy	43,047 +33,416	+347%	+$3.48M	0.76%	24
2023 Q3	$983K	Buy	9,631 +4,618	+92%	+$487K	0.17%	100
2023 Q2	$542K	Buy	5,013 +2,753	+122%	+$298K	0.09%	164
2023 Q1	$248K	Buy	2,260 +187	+9%	+$20.2K	0.05%	249
2022 Q4	$219K	Sell	2,073 -6,895	-77%	-$722K	0.05%	258
2022 Q3	$919K	Buy	8,968 +7,105	+381%	+$783K	0.2%	84
2022 Q2	$205K	Sell	1,863 -2,489	-57%	-$281K	0.04%	277
2022 Q1	$526K	Sell	4,352 -110,218	-96%	-$13.7M	0.08%	182
2021 Q4	$15.2M	Buy	114,570 +6,296	+6%	+$837K	2.28%	7
2021 Q3	$14.4M	Buy	108,274 +867	+0.8%	+$117K	2.31%	7
2021 Q2	$14.4M	Buy	+107,407	New	+$14.2M	2.23%	5
2021 Q1	–	Sell	-72,872	Closed	-$10.1M	–	171
2020 Q4	$10.1M	Sell	72,872 -31,078	-30%	-$4.23M	1.94%	11
2020 Q3	$14M	Buy	103,950 +81,589	+365%	+$11.1M	0.64%	35
2020 Q2	$3.01M	Buy	22,361 +16,089	+257%	+$2.09M	0.78%	32
2020 Q1	$816K	Buy	6,272 +4,083	+187%	+$520K	0.31%	52
2019 Q4	$279K	Buy	2,189 +90	+4%	+$11.5K	0.11%	97
2019 Q3	$264K	Buy	+2,099	New	+$264K	0.13%	97

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Clear Creek Financial Management's LQD Position: Q4 2025 in Review

Clear Creek Financial Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 9,284 shares — an estimated $1.03M sold.

Clear Creek Financial Management first reported a position in LQD in Q3 2019 and held it in 24 quarters. The position peaked at $15.2M in Q4 2021. 1,145 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Clear Creek Financial Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Clear Creek Financial Management sold 9,284 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.03M.
Clear Creek Financial Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 24 quarters.
Clear Creek Financial Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15.2M in Q4 2021.
1,145 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.