Consolidated Portfolio Review Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-1,854	Closed	-$207K	–	246
2025 Q3	$207K	Buy	1,854 +2	+0.1%	+$220	0.03%	434
2025 Q2	$203K	Sell	1,852 -97	-5%	-$10.4K	0.03%	428
2025 Q1	$212K	Buy	1,949 +22	+1%	+$2.37K	0.03%	353
2024 Q4	$206K	Sell	1,927 -111	-5%	-$12.1K	0.03%	351
2024 Q3	$230K	Sell	2,038 -3	-0.1%	-$332	0.05%	277
2024 Q2	$219K	Buy	+2,041	New	+$218K	0.05%	269
2024 Q1	–	Sell	-2,004	Closed	-$222K	–	306
2023 Q4	$222K	Sell	2,004 -1,843	-48%	-$192K	0.05%	270
2023 Q3	$392K	Buy	3,847 +13	+0.3%	+$1.37K	0.1%	200
2023 Q2	$415K	Buy	3,834 +16	+0.4%	+$1.73K	0.1%	185
2023 Q1	$419K	Buy	+3,818	New	+$413K	0.11%	177

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Consolidated Portfolio Review Corp's LQD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 1,854 shares — an estimated $207K sold.

Consolidated Portfolio Review Corp first reported a position in LQD in Q1 2023 and held it in 10 quarters. The position peaked at $419K in Q1 2023. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 1,854 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $207K.
Consolidated Portfolio Review Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Consolidated Portfolio Review Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $419K in Q1 2023.
1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.