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Holos Integrated Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Holos Integrated Wealth’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
-38
Closed -$4.16K – 309
2025
Q2 		$4.16K Hold
38
– – ﹤0.01% 237
2025
Q1 		$4.13K Hold
38
– – ﹤0.01% 240
2024
Q4 		$4.06K Buy
+38
New +$4.16K ﹤0.01% 244

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $115B AUM 41.58% 1-Year Est. Return

Holos Integrated Wealth's LQD Position: Q3 2025 in Review

Holos Integrated Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 38 shares — an estimated $4.16K sold.

Holos Integrated Wealth first reported a position in LQD in Q4 2024 and held it in 3 quarters. The position peaked at $4.16K in Q2 2025. 1,051 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Holos Integrated Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 38 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $4.16K.
  • Holos Integrated Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Holos Integrated Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.16K in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Holos Integrated Wealth's 13F filing for Q3 2025, filed 5 Jan 2026.