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Gould Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gould Asset 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
Q1 		– Sell
-8,935
Closed -$955K – 166
2024
Q4 		$955K Buy
+8,935
New +$978K 0.2% 63
2023
Q1 		– Sell
-2,409
Closed -$254K – 159
2022
Q4 		$254K Buy
+2,409
New +$252K 0.08% 125

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
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
Morgan Stanley
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gould Asset Management's LQD Position: Q1 2025 in Review

Gould Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 8,935 shares — an estimated $955K sold.

Gould Asset Management first reported a position in LQD in Q4 2022 and held it in 2 quarters. The position peaked at $955K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Gould Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Gould Asset Management sold 8,935 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $955K.
  • Gould Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Gould Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $955K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Gould Asset Management's 13F filing for Q1 2025, filed 1 May 2025.