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Great Valley Advisor Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Great Valley Advisor 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
Q4 		– Sell
-2,534
Closed -$283K – 972
2025
Q3 		$283K Buy
2,534
+1
+0% +$110 0.01% 778
2025
Q2 		$278K Sell
2,533
-38
-1% -$4.08K 0.01% 766
2025
Q1 		$279K Sell
2,571
-44
-2% -$4.74K 0.01% 747
2024
Q4 		$279K Sell
2,615
-637
-20% -$69.7K 0.01% 707
2024
Q3 		$367K Buy
3,252
+905
+39% +$100K 0.01% 637
2024
Q2 		$251K Buy
2,347
+60
+3% +$6.4K 0.01% 687
2024
Q1 		$249K Sell
2,287
-1,153
-34% -$125K 0.01% 647
2023
Q4 		$380K Buy
3,440
+48
+1% +$5K 0.01% 522
2023
Q3 		$346K Buy
3,392
+253
+8% +$26.7K 0.01% 518
2023
Q2 		$340K Sell
3,139
-2,939
-48% -$318K 0.01% 535
2023
Q1 		$666K Sell
6,078
-293
-5% -$31.7K 0.03% 379
2022
Q4 		$672K Sell
6,371
-47,009
-88% -$4.92M 0.03% 385
2022
Q3 		$5.47M Buy
53,380
+418
+0.8% +$46.1K 0.31% 82
2022
Q2 		$5.83M Buy
52,962
+46,326
+698% +$5.23M 0.32% 85
2022
Q1 		$803K Buy
6,636
+370
+6% +$46.2K 0.05% 306
2021
Q4 		$830K Sell
6,266
-94
-1% -$12.5K 0.05% 289
2021
Q3 		$846K Sell
6,360
-58,313
-90% -$7.88M 0.06% 263
2021
Q2 		$8.69M Buy
64,673
+3,699
+6% +$488K 0.64% 36
2021
Q1 		$7.93M Sell
60,974
-535
-0.9% -$71.2K 0.76% 28
2020
Q4 		$8.5M Buy
61,509
+57,962
+1,634% +$7.89M 0.88% 19
2020
Q3 		$478K Buy
3,547
+1,643
+86% +$224K 0.06% 259
2020
Q2 		$256K Sell
1,904
-10,090
-84% -$1.31M 0.04% 336
2020
Q1 		$1.48M Buy
11,994
+4,130
+53% +$526K 0.39% 78
2019
Q4 		$1.01M Sell
7,864
-897
-10% -$114K 0.22% 135
2019
Q3 		$1.12M Buy
8,761
+6,940
+381% +$874K 0.27% 108
2019
Q2 		$227K Sell
1,821
-915
-33% -$110K 0.06% 300
2019
Q1 		$326K Sell
2,736
-11,829
-81% -$1.37M 0.1% 214
2018
Q4 		$1.25M Buy
+14,565
New +$1.64M 0.47% 55

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Great Valley Advisor Group's LQD Position: Q4 2025 in Review

Great Valley Advisor Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 2,534 shares — an estimated $283K sold.

Great Valley Advisor Group first reported a position in LQD in Q4 2018 and held it in 28 quarters. The position peaked at $8.69M in Q2 2021. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Great Valley Advisor Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,534 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $283K.
  • Great Valley Advisor Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 28 quarters.
  • Great Valley Advisor Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.69M in Q2 2021.
  • 1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.