Guardian Wealth Advisors (North Carolina)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1	Closed	-$66	–	538
2024 Q4	$66	Hold	1	–	–	﹤0.01%	514
2024 Q3	$69	Sell	1 -4	-80%	-$443	﹤0.01%	450
2024 Q2	$493	Hold	5	–	–	﹤0.01%	429
2024 Q1	$501	Hold	5	–	–	﹤0.01%	445
2023 Q4	$508	Hold	5	–	–	﹤0.01%	430
2023 Q3	$469	Sell	5 -1,000	-100%	-$105K	﹤0.01%	410
2023 Q2	$109K	Buy	1,005 +1,000	+20,000%	+$108K	0.02%	245
2023 Q1	$503	Buy	5 +1	+25%	+$108	﹤0.01%	401
2022 Q4	$422	Hold	4	–	–	﹤0.01%	369
2022 Q3	$0	Hold	4	–	–	﹤0.01%	360
2022 Q2	$0	Hold	4	–	–	﹤0.01%	369
2022 Q1	$0	Hold	4	–	–	﹤0.01%	266
2021 Q4	$1K	Buy	+4	New	+$532	﹤0.01%	237

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

Guardian Wealth Advisors (North Carolina)'s LQD Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 1 share — an estimated $66 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LQD in Q4 2021 and held it in 13 quarters. The position peaked at $109K in Q2 2023. 1,029 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q1 2025, an estimated $66.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 13 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $109K in Q2 2023.
1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.