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

Edge Financial 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 		$1.12M Sell
10,140
-1,041
-9% -$116K 0.47% 47
2025
Q3 		$1.25M Sell
11,181
-5,821
-34% -$640K 0.56% 39
2025
Q2 		$1.86M Sell
17,002
-9,633
-36% -$1.03M 0.98% 21
2025
Q1 		$2.89M Buy
+26,635
New +$2.87M 1.83% 13

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 $4.81B AUM 4.62% 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

Edge Financial Advisors's LQD Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.3% in Q4 2025, selling an estimated $116K and leaving 10,140 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #47.

Edge Financial Advisors first reported a position in LQD in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.89M in Q1 2025. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Edge Financial Advisors held 10,140 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.12M as of Q4 2025.
  • Edge Financial Advisors sold 1,041 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $116K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.47% of Edge Financial Advisors's portfolio in Q4 2025, its #47 holding.
  • Edge Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Edge Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.89M in Q1 2025.
  • 1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.