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Clearstead Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Clearstead Trust’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
-469
Closed -$51.4K – 1545
2025
Q2 		$51.4K Buy
+469
New +$50.3K 0.01% 313

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Clearstead Trust's LQD Position: Q3 2025 in Review

Clearstead Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 469 shares — an estimated $51.4K sold.

Clearstead Trust first reported a position in LQD in Q2 2025 and held it in 1 quarter. The position peaked at $51.4K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Clearstead Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 469 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $51.4K.
  • Clearstead Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Clearstead Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $51.4K in Q2 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.