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

Future Financial 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 Q4	–	Sell	-486	Closed	-$54.2K	–	290
2025 Q3	$54.2K	Hold	486	–	–	0.03%	243
2025 Q2	$53.3K	Hold	486	–	–	0.04%	234
2025 Q1	$52.8K	Hold	486	–	–	0.04%	233
2024 Q4	$51.9K	Hold	486	–	–	0.04%	234
2024 Q3	$54.9K	Buy	+486	New	+$53.8K	0.04%	245
2024 Q2	–	Sell	-486	Closed	-$52.9K	–	301
2024 Q1	$52.9K	Buy	+486	New	+$52.8K	0.04%	256
2022 Q2	–	Sell	-200	Closed	-$24K	–	318
2022 Q1	$24K	Hold	200	–	–	0.02%	346
2021 Q4	$26K	Buy	+200	New	+$26.6K	0.02%	345

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Future Financial Wealth Management's LQD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 486 shares — an estimated $54.2K sold.

Future Financial Wealth Management first reported a position in LQD in Q4 2021 and held it in 8 quarters. The position peaked at $54.9K in Q3 2024. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 486 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $54.2K.
Future Financial Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $54.9K in Q3 2024.
1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.