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Financial Advocates Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Advocates Investment Management’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
-14,085
Closed -$1.54M – 361
2025
Q2 		$1.54M Sell
14,085
-3,292
-19% -$353K 0.13% 157
2025
Q1 		$1.82M Buy
17,377
+651
+4% +$70.1K 0.13% 180
2024
Q4 		$1.79M Sell
16,726
-1,670
-9% -$183K 0.1% 197
2024
Q3 		$2.03M Sell
18,396
-1,973
-10% -$218K 0.11% 183
2024
Q2 		$2.18M Sell
20,369
-47,759
-70% -$5.1M 0.14% 163
2024
Q1 		$6.2M Buy
68,128
+45,652
+203% +$4.96M 0.36% 68
2023
Q4 		$2.43M Buy
22,476
+927
+4% +$96.5K 0.16% 144
2023
Q3 		$2.2M Sell
21,549
-5,952
-22% -$628K 0.16% 145
2023
Q2 		$2.97M Sell
27,501
-694
-2% -$75K 0.21% 119
2023
Q1 		$3.09M Buy
28,195
+2,853
+11% +$309K 0.22% 109
2022
Q4 		$2.68M Buy
25,342
+3,483
+16% +$365K 0.2% 127
2022
Q3 		$2.2M Sell
21,859
-3,712
-15% -$409K 0.18% 136
2022
Q2 		$2.81M Buy
25,571
+2,244
+10% +$253K 0.23% 114
2022
Q1 		$2.82M Sell
23,327
-11,709
-33% -$1.46M 0.19% 127
2021
Q4 		$4.64M Sell
35,036
-10,869
-24% -$1.44M 0.29% 82
2021
Q3 		$6.11M Buy
45,905
+11,508
+33% +$1.56M 0.41% 46
2021
Q2 		$4.65M Sell
34,397
-12,959
-27% -$1.71M 0.31% 68
2021
Q1 		$6.16M Buy
47,356
+15,231
+47% +$2.03M 0.44% 45
2020
Q4 		$4.56M Sell
32,125
-18,891
-37% -$2.57M 0.31% 73
2020
Q3 		$6.87M Buy
51,016
+14,709
+41% +$2.01M 0.59% 32
2020
Q2 		$4.35M Buy
36,307
+13,006
+56% +$1.69M 0.41% 51
2020
Q1 		$2.88M Sell
23,301
-10,342
-31% -$1.32M 0.41% 62
2019
Q4 		$4.3M Sell
33,643
-1,409
-4% -$179K 0.46% 51
2019
Q3 		$4.47M Sell
35,052
-1,227
-3% -$155K 0.51% 48
2019
Q2 		$4.51M Sell
36,279
-3,368
-8% -$404K 0.52% 46
2019
Q1 		$4.72M Buy
39,647
+1,285
+3% +$149K 0.59% 42
2018
Q4 		$4.33M Sell
38,362
-3,661
-9% -$412K 0.59% 44
2018
Q3 		$4.83M Buy
42,023
+5,644
+16% +$651K 0.54% 43
2018
Q2 		$4.16M Buy
36,379
+2,789
+8% +$321K 0.5% 49
2018
Q1 		$3.94M Buy
33,590
+5,971
+22% +$705K 0.51% 47
2017
Q4 		$3.36M Buy
+27,619
New +$3.34M 0.46% 52

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
N
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 $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Advocates Investment Management's LQD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 14,085 shares — an estimated $1.54M sold.

Financial Advocates Investment Management first reported a position in LQD in Q4 2017 and held it in 31 quarters. The position peaked at $6.87M in Q3 2020. 1,047 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,085 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.54M.
  • Financial Advocates Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.87M in Q3 2020.
  • 1,047 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.