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Congress Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Congress Wealth 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
Q2 		$2.1M Sell
19,119
-164
-0.9% -$17.6K 0.02% 547
2025
Q1 		$2.1M Sell
19,283
-24,954
-56% -$2.69M 0.03% 483
2024
Q4 		$4.73M Buy
44,237
+4,885
+12% +$535K 0.07% 292
2024
Q3 		$4.45M Sell
39,352
-55
-0.1% -$6.08K 0.06% 308
2024
Q2 		$4.22M Sell
39,407
-30
-0.1% -$3.2K 0.07% 265
2024
Q1 		$4.3M Sell
39,437
-6,463
-14% -$702K 0.07% 244
2023
Q4 		$5.08M Buy
45,900
+5,590
+14% +$582K 0.09% 222
2023
Q3 		$4.11M Buy
40,310
+23,735
+143% +$2.5M 0.09% 235
2023
Q2 		$1.79M Sell
16,575
-1,439
-8% -$156K 0.04% 279
2023
Q1 		$1.97M Sell
18,014
-369
-2% -$40K 0.05% 267
2022
Q4 		$1.94M Sell
18,383
-1,812
-9% -$190K 0.05% 263
2022
Q3 		$2.07M Sell
20,195
-181
-0.9% -$20K 0.06% 269
2022
Q2 		$2.24M Sell
20,376
-2,190
-10% -$247K 0.06% 270
2022
Q1 		$2.73M Sell
22,566
-14,893
-40% -$1.86M 0.06% 271
2021
Q4 		$4.96M Buy
+37,459
New +$4.98M 0.1% 224

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Congress Wealth Management's LQD Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.85% in Q2 2025, selling an estimated $17.6K and leaving 19,119 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #547.

Congress Wealth Management first reported a position in LQD in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.08M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Congress Wealth Management held 19,119 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.1M as of Q2 2025.
  • Congress Wealth Management sold 164 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $17.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #547 holding.
  • Congress Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.08M in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.