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

GoalVest Advisory’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	-7	Closed	-$748	–	522
2024 Q4	$748	Buy	+7	New	+$766	﹤0.01%	367
2023 Q4	–	Sell	-18	Closed	-$1.84K	–	442
2023 Q3	$1.84K	Buy	+18	New	+$1.9K	﹤0.01%	428
2021 Q2	$32K	Buy	+239	New	+$31.5K	0.02%	165
2021 Q1	–	Sell	-154	Closed	-$21K	–	205
2020 Q4	$21K	Buy	+154	New	+$21K	0.02%	152

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

GoalVest Advisory's LQD Position: Q1 2025 in Review

GoalVest Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 7 shares — an estimated $748 sold.

GoalVest Advisory first reported a position in LQD in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q2 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

GoalVest Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 7 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $748.
GoalVest Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
GoalVest Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $32K in Q2 2021.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.