FWP
LQD icon

Forefront Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Forefront Wealth Partners’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
-13,916
Closed -$1.55M – 172
2025
Q3 		$1.55M Sell
13,916
-91
-0.6% -$10K 0.39% 64
2025
Q2 		$1.5M Buy
14,007
+694
+5% +$74.5K 1.03% 28
2025
Q1 		$1.45M Sell
13,313
-694
-5% -$74.8K 0.99% 26
2024
Q4 		$1.5M Buy
+14,007
New +$1.53M 1.12% 25

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

Forefront Wealth Partners's LQD Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 13,916 shares — an estimated $1.55M sold.

Forefront Wealth Partners first reported a position in LQD in Q4 2024 and held it in 4 quarters. The position peaked at $1.55M in Q3 2025. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 13,916 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.55M.
  • Forefront Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Forefront Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.55M in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.