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

Detalus 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
Q4 		– Sell
-1,818
Closed -$203K – 176
2025
Q3 		$203K Sell
1,818
-508
-22% -$55.8K 0.05% 169
2025
Q2 		$255K Sell
2,326
-1,400
-38% -$150K 0.07% 136
2025
Q1 		$405K Buy
3,726
+528
+17% +$56.9K 0.13% 96
2024
Q4 		$342K Buy
3,198
+368
+13% +$40.3K 0.11% 100
2024
Q3 		$320K Sell
2,830
-94
-3% -$10.4K 0.11% 112
2024
Q2 		$313K Sell
2,924
-792
-21% -$84.5K 0.11% 107
2024
Q1 		$405K Sell
3,716
-328
-8% -$35.6K 0.14% 91
2023
Q4 		$448K Buy
4,044
+1,188
+42% +$124K 0.18% 82
2023
Q3 		$291K Buy
2,856
+638
+29% +$67.3K 0.14% 105
2023
Q2 		$240K Buy
2,218
+178
+9% +$19.2K 0.11% 121
2023
Q1 		$224K Buy
+2,040
New +$221K 0.11% 123

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Detalus Advisors's LQD Position: Q4 2025 in Review

Detalus Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 1,818 shares — an estimated $203K sold.

Detalus Advisors first reported a position in LQD in Q1 2023 and held it in 11 quarters. The position peaked at $448K in Q4 2023. 1,144 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Detalus Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Detalus Advisors sold 1,818 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $203K.
  • Detalus Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
  • Detalus Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $448K in Q4 2023.
  • 1,144 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Detalus Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.