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Global Financial Private Client’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-129
Closed -$14K – 1001
2025
Q1 		$14K Hold
129
– – 0.01% 512
2024
Q4 		$13.8K Hold
129
– – 0.01% 488
2024
Q3 		$14.6K Hold
129
– – 0.01% 482
2024
Q2 		$13.8K Sell
129
-93
-42% -$9.93K 0.01% 414
2024
Q1 		$23.9K Sell
222
-521
-70% -$56.6K 0.01% 378
2023
Q4 		$82.2K Sell
743
-1,803
-71% -$188K 0.04% 252
2023
Q3 		$256K Sell
2,546
-716
-22% -$75.5K 0.13% 151
2023
Q2 		$351K Buy
3,262
+1,961
+151% +$212K 0.17% 132
2023
Q1 		$143K Sell
1,301
-314
-19% -$34K 0.07% 175
2022
Q4 		$170K Sell
1,615
-217
-12% -$22.7K 0.1% 150
2022
Q3 		$191K Buy
1,832
+531
+41% +$58.5K 0.11% 146
2022
Q2 		$145K Sell
1,301
-125
-9% -$14.1K 0.08% 157
2022
Q1 		$173K Sell
1,426
-835
-37% -$104K 0.08% 150
2021
Q4 		$300K Buy
2,261
+125
+6% +$16.6K 0.14% 122
2021
Q3 		$286K Hold
2,136
– – 0.15% 117
2021
Q2 		$286K Sell
2,136
-2,892
-58% -$381K 0.16% 113
2021
Q1 		$657K Buy
5,028
+1,498
+42% +$199K 0.47% 53
2020
Q4 		$488K Buy
3,530
+1,378
+64% +$188K 0.39% 60
2020
Q3 		$290K Sell
2,152
-902
-30% -$123K 0.25% 77
2020
Q2 		$411K Buy
3,054
+2,806
+1,131% +$365K 0.36% 64
2020
Q1 		$30.1K Sell
248
-42
-14% -$5.35K 0.03% 269
2019
Q4 		$37.1K Buy
+290
New +$36.9K 0.03% 275

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Global Financial Private Client's LQD Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 129 shares — an estimated $14K sold.

Global Financial Private Client first reported a position in LQD in Q4 2019 and held it in 22 quarters. The position peaked at $657K in Q1 2021. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 129 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $14K.
  • Global Financial Private Client first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $657K in Q1 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.