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Cyndeo Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cyndeo Wealth Partners’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
-2,166
Closed -$241K – 498
2025
Q3 		$241K Sell
2,166
-250
-10% -$27.5K 0.01% 433
2025
Q2 		$265K Buy
2,416
+1
+0% +$107 0.02% 406
2025
Q1 		$262K Hold
2,415
– – 0.02% 392
2024
Q4 		$258K Buy
2,415
+1
+0% +$109 0.02% 392
2024
Q3 		$273K Sell
2,414
-99
-4% -$11K 0.02% 386
2024
Q2 		$269K Sell
2,513
-732
-23% -$78.1K 0.02% 345
2024
Q1 		$353K Sell
3,245
-2,246
-41% -$244K 0.03% 307
2023
Q4 		$608K Buy
5,491
+2,104
+62% +$219K 0.06% 228
2023
Q3 		$345K Buy
3,387
+356
+12% +$37.5K 0.04% 258
2023
Q2 		$328K Sell
3,031
-161
-5% -$17.4K 0.03% 257
2023
Q1 		$350K Sell
3,192
-39
-1% -$4.22K 0.04% 245
2022
Q4 		$341K Buy
+3,231
New +$338K 0.04% 247

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

Cyndeo Wealth Partners's LQD Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 2,166 shares — an estimated $241K sold.

Cyndeo Wealth Partners first reported a position in LQD in Q4 2022 and held it in 12 quarters. The position peaked at $608K in Q4 2023. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Cyndeo Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,166 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $241K.
  • Cyndeo Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
  • Cyndeo Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $608K in Q4 2023.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.