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

Cobblestone Capital 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
2025 Q3	$788K	Buy	7,067 +435	+7%	+$47.8K	0.04%	161
2025 Q2	$727K	Sell	6,632 -5,469	-45%	-$587K	0.04%	166
2025 Q1	$1.32M	Sell	12,101 -6,642	-35%	-$716K	0.07%	121
2024 Q4	$2M	Sell	18,743 -22,485	-55%	-$2.46M	0.11%	79
2024 Q3	$4.66M	Sell	41,228 -10,783	-21%	-$1.19M	0.26%	52
2024 Q2	$5.57M	Buy	52,011 +28,238	+119%	+$3.01M	0.34%	49
2024 Q1	$2.59M	Sell	23,773 -58,267	-71%	-$6.33M	0.16%	64
2023 Q4	$9.08M	Buy	82,040 +58,017	+242%	+$6.04M	0.6%	44
2023 Q3	$2.45M	Sell	24,023 -28,347	-54%	-$2.99M	0.18%	59
2023 Q2	$5.66M	Buy	52,370 +26,518	+103%	+$2.87M	0.4%	47
2023 Q1	$2.83M	Sell	25,852 -43,745	-63%	-$4.74M	0.21%	55
2022 Q4	$7.34M	Buy	69,597 +61,875	+801%	+$6.48M	0.56%	45
2022 Q3	$791K	Sell	7,722 -13,015	-63%	-$1.43M	0.07%	122
2022 Q2	$2.28M	Sell	20,737 -10,034	-33%	-$1.13M	0.17%	62
2022 Q1	$3.72M	Buy	30,771 +9,086	+42%	+$1.13M	0.25%	50
2021 Q4	$2.87M	Sell	21,685 -170	-0.8%	-$22.6K	0.18%	61
2021 Q3	$2.91M	Sell	21,855 -2,139	-9%	-$289K	0.2%	56
2021 Q2	$3.22M	Buy	23,994 +2,837	+13%	+$374K	0.22%	54
2021 Q1	$2.75M	Sell	21,157 -9,235	-30%	-$1.23M	0.2%	59
2020 Q4	$4.2M	Sell	30,392 -642	-2%	-$87.4K	0.32%	46
2020 Q3	$4.18M	Buy	31,034 +1,642	+6%	+$224K	0.36%	46
2020 Q2	$3.95M	Buy	29,392 +4,735	+19%	+$616K	0.36%	47
2020 Q1	$3.04M	Sell	24,657 -2,905	-11%	-$370K	0.33%	51
2019 Q4	$3.53M	Buy	27,562 +69	+0.3%	+$8.79K	0.32%	54
2019 Q3	$3.5M	Buy	27,493 +20	+0.1%	+$2.52K	0.35%	52
2019 Q2	$3.42M	Hold	27,473	–	–	0.31%	58
2019 Q1	$3.27M	Sell	27,473 -504	-2%	-$58.4K	0.31%	59
2018 Q4	$3.16M	Buy	+27,977	New	+$3.15M	0.33%	58

Other funds holding LQD

MYLI

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Cobblestone Capital Advisors's LQD Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.6% in Q3 2025, buying an estimated $47.8K and bringing the position to 7,067 shares worth $788K. The position accounts for 0.04% of the portfolio, ranked #161.

Cobblestone Capital Advisors first reported a position in LQD in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.08M in Q4 2023. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Cobblestone Capital Advisors held 7,067 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $788K as of Q3 2025.
Cobblestone Capital Advisors bought 435 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $47.8K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #161 holding.
Cobblestone Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 28 quarters since.
Cobblestone Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.08M in Q4 2023.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.