CWG
LQD icon

Cornerstone Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cornerstone Wealth Group’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
-3,115
Closed -$347K – 398
2025
Q3 		$347K Sell
3,115
-424
-12% -$46.6K 0.02% 243
2025
Q2 		$388K Sell
3,539
-640
-15% -$68.7K 0.03% 212
2025
Q1 		$454K Sell
4,179
-796
-16% -$85.8K 0.04% 180
2024
Q4 		$532K Sell
4,975
-569
-10% -$62.3K 0.04% 161
2024
Q3 		$626K Sell
5,544
-1,393
-20% -$154K 0.05% 154
2024
Q2 		$743K Sell
6,937
-1,618
-19% -$173K 0.07% 138
2024
Q1 		$932K Buy
8,555
+6,509
+318% +$707K 0.09% 128
2023
Q4 		$226K Buy
+2,046
New +$213K 0.03% 133
2023
Q1 		– Sell
-20,248
Closed -$2.13M – 149
2022
Q4 		$2.13M Sell
20,248
-2,673
-12% -$280K 0.4% 74
2022
Q3 		$2.35M Sell
22,921
-4,146
-15% -$457K 0.52% 63
2022
Q2 		$2.98M Sell
27,067
-2,057
-7% -$232K 0.62% 59
2022
Q1 		$3.52M Buy
29,124
+447
+2% +$55.8K 0.65% 58
2021
Q4 		$3.8M Buy
28,677
+489
+2% +$65K 0.65% 53
2021
Q3 		$3.75M Buy
28,188
+302
+1% +$40.8K 0.66% 45
2021
Q2 		$3.79M Sell
27,886
-5,632
-17% -$742K 0.77% 32
2021
Q1 		$4.41M Sell
33,518
-4,601
-12% -$612K 0.89% 28
2020
Q4 		$5.26M Buy
38,119
+4,471
+13% +$609K 1.29% 15
2020
Q3 		$4.53M Buy
33,648
+7,423
+28% +$1.01M 1.24% 20
2020
Q2 		$3.53M Buy
+26,225
New +$3.41M 0.89% 28

Other funds holding LQD

Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
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

Cornerstone Wealth Group's LQD Position: Q4 2025 in Review

Cornerstone Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 3,115 shares — an estimated $347K sold.

Cornerstone Wealth Group first reported a position in LQD in Q2 2020 and held it in 19 quarters. The position peaked at $5.26M in Q4 2020. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Cornerstone Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 3,115 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $347K.
  • Cornerstone Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 19 quarters.
  • Cornerstone Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.26M in Q4 2020.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Cornerstone Wealth Group's 13F filing for Q4 2025, filed 26 Jan 2026.