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Coldstream Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Coldstream Capital 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
Q3 		– Sell
-3,616
Closed -$396K – 1245
2025
Q2 		$396K Hold
3,616
– – 0.01% 758
2025
Q1 		$393K Sell
3,616
-14
-0.4% -$1.51K 0.01% 718
2024
Q4 		$388K Hold
3,630
– – 0.01% 707
2024
Q3 		$410K Sell
3,630
-151
-4% -$16.7K 0.01% 688
2024
Q2 		$405K Buy
+3,781
New +$404K 0.01% 635
2018
Q1 		– Sell
-21,060
Closed -$2.56M – 314
2017
Q4 		$2.56M Sell
21,060
-8,718
-29% -$1.05M 0.28% 80
2017
Q3 		$3.61M Sell
29,778
-1,728
-5% -$209K 0.42% 46
2017
Q2 		$3.8M Sell
31,506
-587
-2% -$70.2K 0.49% 40
2017
Q1 		$3.78M Sell
32,093
-2,732
-8% -$321K 0.52% 37
2016
Q4 		$4.08M Sell
34,825
-4,804
-12% -$571K 0.66% 25
2016
Q3 		$4.88M Buy
39,629
+309
+0.8% +$38.1K 0.87% 23
2016
Q2 		$4.83M Buy
39,320
+5,864
+18% +$703K 0.86% 24
2016
Q1 		$3.98M Buy
33,456
+27,059
+423% +$3.11M 0.72% 24
2015
Q4 		$729K Sell
6,397
-1,736
-21% -$201K 0.16% 85
2015
Q3 		$944K Sell
8,133
-2
-0% -$231 0.25% 78
2015
Q2 		$941K Sell
8,135
-710
-8% -$84.1K 0.25% 71
2015
Q1 		$1.08M Buy
+8,845
New +$1.07M 0.3% 68

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

Coldstream Capital Management's LQD Position: Q3 2025 in Review

Coldstream Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 3,616 shares — an estimated $396K sold.

Coldstream Capital Management first reported a position in LQD in Q1 2015 and held it in 17 quarters. The position peaked at $4.88M in Q3 2016. 1,049 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Coldstream Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,616 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $396K.
  • Coldstream Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 17 quarters.
  • Coldstream Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.88M in Q3 2016.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Coldstream Capital Management's 13F filing for Q3 2025, filed 19 Nov 2025.