FWM
LQD icon

FSA Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

FSA Wealth 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 		$2.23K Hold
20
– – ﹤0.01% 492
2025
Q2 		$2.19K Buy
+20
New +$2.15K ﹤0.01% 462
2021
Q1 		– Sell
-230
Closed -$32K – 154
2020
Q4 		$32K Buy
+230
New +$31.3K 0.02% 162
2020
Q3 		– Sell
-230
Closed -$31K – 216
2020
Q2 		$31K Hold
230
– – 0.02% 157
2020
Q1 		$28K Hold
230
– – 0.02% 146
2019
Q4 		$29K Buy
+230
New +$29.3K 0.02% 179

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 $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $123B AUM 34.51% 1-Year Est. Return

FSA Wealth Management's LQD Position: Q3 2025 in Review

FSA Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2025 at 20 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

FSA Wealth Management first reported a position in LQD in Q4 2019 and has held it in 6 quarters since. The position peaked at $32K in Q4 2020. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • FSA Wealth Management held 20 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.23K as of Q3 2025.
  • FSA Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #492 holding.
  • FSA Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 6 quarters since.
  • FSA Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $32K in Q4 2020.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.