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Forvis Mazars Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Forvis Mazars Wealth 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
2026
Q1 		$490K Sell
4,500
-4,500
-50% -$496K 0.01% 290
2025
Q4 		$992K Hold
9,000
– – 0.02% 211
2025
Q3 		$1M Hold
9,000
– – 0.02% 209
2025
Q2 		$986K Sell
9,000
-128
-1% -$13.7K 0.02% 206
2025
Q1 		$992K Sell
9,128
-1,632
-15% -$176K 0.02% 207
2024
Q4 		$1.15M Buy
10,760
+60
+0.6% +$6.57K 0.03% 208
2024
Q3 		$1.21M Buy
+10,700
New +$1.18M 0.03% 210
2016
Q2 		– Sell
-8,780
Closed -$1.04M – 190
2016
Q1 		$1.04M Buy
+8,780
New +$1.01M 0.17% 73
2015
Q2 		– Sell
-3,453
Closed -$420K – 191
2015
Q1 		$420K Buy
+3,453
New +$419K 0.06% 121

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return