EW
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Element Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Element Wealth’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
Q1 		– Sell
-211
Closed -$22.6K – 241
2024
Q4 		$22.6K Sell
211
-426
-67% -$46.6K 0.01% 225
2024
Q3 		$71.9K Buy
637
+47
+8% +$5.2K 0.04% 183
2024
Q2 		$63.2K Buy
590
+5
+0.9% +$534 0.04% 175
2024
Q1 		$63.7K Buy
585
+37
+7% +$4.02K 0.04% 174
2023
Q4 		$60.6K Buy
548
+6
+1% +$625 0.04% 165
2023
Q3 		$55.3K Buy
542
+5
+0.9% +$527 0.04% 164
2023
Q2 		$58.1K Buy
537
+4
+0.8% +$433 0.04% 164
2023
Q1 		$58.5K Buy
533
+93
+21% +$10.1K 0.04% 154
2022
Q4 		$46.4K Buy
440
+55
+14% +$5.76K 0.04% 152
2022
Q3 		$39K Buy
385
+2
+0.5% +$220 0.04% 149
2022
Q2 		$42K Buy
383
+2
+0.5% +$226 0.04% 145
2022
Q1 		$46K Buy
381
+1
+0.3% +$125 0.04% 160
2021
Q4 		$50K Buy
380
+1
+0.3% +$133 0.04% 140
2021
Q3 		$50K Buy
379
+1
+0.3% +$135 0.04% 132
2021
Q2 		$51K Buy
378
+2
+0.5% +$264 0.04% 127
2021
Q1 		$49K Hold
376
– – 0.04% 127
2020
Q4 		$52K Sell
376
-293
-44% -$39.9K 0.05% 120
2020
Q3 		$90K Buy
669
+3
+0.5% +$409 0.1% 100
2020
Q2 		$90K Buy
666
+113
+20% +$14.7K 0.1% 95
2020
Q1 		$68K Sell
553
-637
-54% -$81.2K 0.09% 90
2019
Q4 		$152K Buy
+1,190
New +$152K 0.16% 74

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Element Wealth's LQD Position: Q1 2025 in Review

Element Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 211 shares — an estimated $22.6K sold.

Element Wealth first reported a position in LQD in Q4 2019 and held it in 21 quarters. The position peaked at $152K in Q4 2019. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Element Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 211 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $22.6K.
  • Element Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $152K in Q4 2019.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.