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Hemington Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hemington Wealth 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
Q3 		$42K Hold
378
– – 0.01% 409
2025
Q2 		$41K Hold
378
– – 0.01% 387
2025
Q1 		$41K Hold
378
– – 0.01% 372
2024
Q4 		$40K Hold
378
– – 0.01% 355
2024
Q3 		$41K Buy
+378
New +$41.8K 0.01% 338

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Hemington Wealth Management's LQD Position: Q3 2025 in Review

Hemington Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2025 at 378 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #409.

Hemington Wealth Management first reported a position in LQD in Q3 2024 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Hemington Wealth Management held 378 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $42K as of Q3 2025.
  • Hemington Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #409 holding.
  • Hemington Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.