Hoxton Planning & Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hoxton Planning & 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	–	Sell	-1,950	Closed	-$214K	–	224
2025 Q2	$214K	Sell	1,950 -158	-7%	-$17K	0.07%	193
2025 Q1	$229K	Sell	2,108 -5	-0.2%	-$539	0.09%	175
2024 Q4	$226K	Buy	2,113 +79	+4%	+$8.64K	0.09%	183
2024 Q3	$230K	Buy	+2,034	New	+$225K	0.09%	185
2024 Q1	–	Sell	-12,110	Closed	-$1.34M	–	169
2023 Q4	$1.34M	Buy	12,110 +5,761	+91%	+$600K	0.71%	31
2023 Q3	$648K	Buy	+6,349	New	+$669K	0.42%	46

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

Hoxton Planning & Management's LQD Position: Q3 2025 in Review

Hoxton Planning & Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 1,950 shares — an estimated $214K sold.

Hoxton Planning & Management first reported a position in LQD in Q3 2023 and held it in 6 quarters. The position peaked at $1.34M in Q4 2023. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Hoxton Planning & Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Hoxton Planning & Management sold 1,950 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $214K.
Hoxton Planning & Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Hoxton Planning & Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.34M in Q4 2023.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Hoxton Planning & Management's 13F filing for Q3 2025, filed 27 Oct 2025.