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Delos Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-189
Closed -$20.7K – 305
2025
Q2 		$20.7K Buy
+189
New +$20.3K 0.02% 137

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Delos Wealth Advisors's LQD Position: Q3 2025 in Review

Delos Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 189 shares — an estimated $20.7K sold.

Delos Wealth Advisors first reported a position in LQD in Q2 2025 and held it in 1 quarter. The position peaked at $20.7K in Q2 2025. 1,051 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Delos Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 189 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $20.7K.
  • Delos Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Delos Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20.7K in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Delos Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.