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Continuum Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Continuum Advisory’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 		– Sell
-1,738
Closed -$189K – 1085
2025
Q1 		$189K Sell
1,738
-94
-5% -$10.1K 0.02% 402
2024
Q4 		$196K Sell
1,832
-114
-6% -$12.5K 0.03% 392
2024
Q3 		$211K Buy
1,946
+124
+7% +$13.7K 0.03% 386
2024
Q2 		$195K Buy
1,822
+403
+28% +$43K 0.03% 376
2024
Q1 		$151K Sell
1,419
-8,932
-86% -$971K 0.02% 415
2023
Q4 		$1.15M Buy
10,351
+3,195
+45% +$333K 0.16% 155
2023
Q3 		$730K Sell
7,156
-2,681
-27% -$283K 0.12% 206
2023
Q2 		$1.06M Sell
9,837
-2,390
-20% -$258K 0.17% 153
2023
Q1 		$1.34M Buy
12,227
+3,073
+34% +$333K 0.23% 121
2022
Q4 		$965K Sell
9,154
-2,196
-19% -$230K 0.17% 156
2022
Q3 		$1.16M Sell
11,350
-15,146
-57% -$1.67M 0.21% 132
2022
Q2 		$2.92M Buy
26,496
+17,418
+192% +$1.97M 0.53% 42
2022
Q1 		$1.02M Buy
+9,078
New +$1.13M 0.19% 135
2021
Q3 		– Sell
-1,777
Closed -$239K – 301
2021
Q2 		$239K Buy
+1,777
New +$234K 0.07% 239
2020
Q2 		– Sell
-11,100
Closed -$1.35M – 157
2020
Q1 		$1.35M Buy
11,100
+38
+0.3% +$4.84K 0.91% 33
2019
Q4 		$1.42M Buy
+11,062
New +$1.41M 0.82% 33

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $4.74B AUM 11.18% 1-Year Est. Return

Continuum Advisory's LQD Position: Q2 2025 in Review

Continuum Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 1,738 shares — an estimated $189K sold.

Continuum Advisory first reported a position in LQD in Q4 2019 and held it in 16 quarters. The position peaked at $2.92M in Q2 2022. 1,046 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Continuum Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,738 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $189K.
  • Continuum Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Continuum Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.92M in Q2 2022.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.