GM Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-11,042	Closed	-$1.18M	–	280
2024 Q4	$1.18M	Buy	11,042 +9,160	+487%	+$1M	0.07%	109
2024 Q3	$213K	Sell	1,882 -1,159	-38%	-$128K	0.01%	234
2024 Q2	$326K	Sell	3,041 -14,166	-82%	-$1.51M	0.02%	179
2024 Q1	$1.87M	Sell	17,207 -1,061	-6%	-$115K	0.13%	76
2023 Q4	$2.02M	Buy	+18,268	New	+$1.9M	0.15%	64

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GM Advisory Group's LQD Position: Q1 2025 in Review

GM Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 11,042 shares — an estimated $1.18M sold.

GM Advisory Group first reported a position in LQD in Q4 2023 and held it in 5 quarters. The position peaked at $2.02M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

GM Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
GM Advisory Group sold 11,042 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.18M.
GM Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
GM Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.02M in Q4 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on GM Advisory Group's 13F filing for Q1 2025, filed 14 May 2025.