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Concord Asset Management (Virginia)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Concord Asset Management (Virginia)’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
-2,095
Closed -$230K – 173
2025
Q2 		$230K Buy
+2,095
New +$225K 0.03% 188

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AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
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TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Concord Asset Management (Virginia)'s LQD Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 2,095 shares — an estimated $230K sold.

Concord Asset Management (Virginia) first reported a position in LQD in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 2,095 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $230K.
  • Concord Asset Management (Virginia) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $230K in Q2 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.