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

Concurrent Investment 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
2026
Q1 		$2.24M Buy
20,524
+1,163
+6% +$128K 0.02% 575
2025
Q4 		$2.13M Buy
19,361
+41
+0.2% +$4.56K 0.02% 551
2025
Q3 		$2.15M Sell
19,320
-335
-2% -$36.8K 0.04% 444
2025
Q2 		$2.15M Buy
19,655
+5,772
+42% +$619K 0.04% 412
2025
Q1 		$1.51M Sell
13,883
-647
-4% -$69.7K 0.04% 429
2024
Q4 		$1.55M Sell
14,530
-953
-6% -$104K 0.04% 384
2024
Q3 		$1.75M Buy
15,483
+5,205
+51% +$576K 0.05% 348
2024
Q2 		$1.1M Buy
10,278
+1,507
+17% +$161K 0.04% 405
2024
Q1 		$955K Sell
8,771
-5,391
-38% -$586K 0.04% 377
2023
Q4 		$1.57M Buy
+14,162
New +$1.47M 0.07% 266

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return