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

Iron Horse 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
Q2 		$14.6M Buy
133,464
+692
+0.5% +$74.3K 4.32% 12
2025
Q1 		$14.4M Sell
132,772
-70,074
-35% -$7.55M 4.63% 10
2024
Q4 		$21.7M Buy
202,846
+8,550
+4% +$936K 7.27% 4
2024
Q3 		$22M Buy
194,296
+6,924
+4% +$766K 7.5% 4
2024
Q2 		$20.1M Buy
187,372
+6,372
+4% +$680K 7.67% 5
2024
Q1 		$19.7M Buy
181,000
+16,055
+10% +$1.74M 7.79% 5
2023
Q4 		$18.3M Buy
164,945
+5,404
+3% +$563K 7.98% 4
2023
Q3 		$16.3M Buy
159,541
+3,362
+2% +$354K 7.99% 5
2023
Q2 		$16.9M Buy
156,179
+32,070
+26% +$3.47M 8.3% 4
2023
Q1 		$13.6M Buy
124,109
+6,387
+5% +$692K 6.8% 5
2022
Q4 		$12.4M Buy
117,722
+71,131
+153% +$7.45M 6.7% 6
2022
Q3 		$4.77M Sell
46,591
-14,821
-24% -$1.63M 6.89% 5
2022
Q2 		$6.76M Buy
61,412
+4,334
+8% +$489K 3.85% 13
2022
Q1 		$6.9M Sell
57,078
-44,911
-44% -$5.6M 3.79% 13
2021
Q4 		$13.5M Sell
101,989
-16,089
-14% -$2.14M 7.59% 3
2021
Q3 		$15.7M Buy
118,078
+10,454
+10% +$1.41M 9.74% 1
2021
Q2 		$14.5M Sell
107,624
-13,779
-11% -$1.82M 9.53% 1
2021
Q1 		$15.8M Buy
121,403
+10,663
+10% +$1.42M 11.82% 2
2020
Q4 		$15.3M Buy
+110,740
New +$15.1M 12.25% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Iron Horse Wealth Management's LQD Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.52% in Q2 2025, buying an estimated $74.3K and bringing the position to 133,464 shares worth $14.6M. The position accounts for 4.32% of the portfolio, ranked #12.

Iron Horse Wealth Management first reported a position in LQD in Q4 2020 and has held it in 19 quarters since. The position peaked at $22M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Iron Horse Wealth Management held 133,464 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14.6M as of Q2 2025.
  • Iron Horse Wealth Management bought 692 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $74.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 4.32% of Iron Horse Wealth Management's portfolio in Q2 2025, its #12 holding.
  • Iron Horse Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22M in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.