Herold Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Herold Advisors’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	–	Sell	-37,306	Closed	-$4.09M	–	290
2025 Q2	$4.09M	Buy	37,306 +1,360	+4%	+$146K	0.86%	27
2025 Q1	$3.91M	Buy	35,946 +2,962	+9%	+$319K	0.86%	28
2024 Q4	$3.52M	Buy	32,984 +2,109	+7%	+$231K	0.77%	31
2024 Q3	$3.49M	Buy	30,875 +130	+0.4%	+$14.4K	0.76%	31
2024 Q2	$3.29M	Buy	30,745 +434	+1%	+$46.3K	0.76%	32
2024 Q1	$3.3M	Sell	30,311 -116	-0.4%	-$12.6K	0.8%	30
2023 Q4	$3.37M	Buy	30,427 +26,945	+774%	+$2.81M	0.93%	26
2023 Q3	$355K	Buy	3,482 +18	+0.5%	+$1.9K	0.11%	187
2023 Q2	$375K	Buy	+3,464	New	+$375K	0.11%	178
2022 Q2	–	Sell	-285	Closed	-$34.5K	–	454
2022 Q1	$34.5K	Buy	+285	New	+$35.6K	0.01%	432
2021 Q4	–	Sell	-285	Closed	-$37K	–	443
2021 Q3	$37K	Buy	+285	New	+$38.5K	0.01%	424

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Herold Advisors's LQD Position: Q3 2025 in Review

Herold Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 37,306 shares — an estimated $4.09M sold.

Herold Advisors first reported a position in LQD in Q3 2021 and held it in 11 quarters. The position peaked at $4.09M in Q2 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Herold Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Herold Advisors sold 37,306 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $4.09M.
Herold Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 11 quarters.
Herold Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.09M in Q2 2025.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.