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J.W. Coons Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

J.W. Coons 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
Q2 		$502K Hold
4,582
– – 0.11% 153
2025
Q1 		$498K Hold
4,582
– – 0.13% 145
2024
Q4 		$490K Buy
4,582
+375
+9% +$41K 0.13% 145
2024
Q3 		$475K Buy
4,207
+830
+25% +$91.8K 0.12% 157
2024
Q2 		$362K Buy
3,377
+1,050
+45% +$112K 0.09% 175
2024
Q1 		$253K Hold
2,327
– – 0.06% 211
2023
Q4 		$258K Sell
2,327
-5
-0.2% -$521 0.07% 209
2023
Q3 		$238K Hold
2,332
– – 0.07% 205
2023
Q2 		$252K Hold
2,332
– – 0.07% 212
2023
Q1 		$256K Sell
2,332
-95
-4% -$10.3K 0.07% 207
2022
Q4 		$256K Sell
2,427
-502
-17% -$52.5K 0.08% 204
2022
Q3 		$300K Sell
2,929
-800
-21% -$88.2K 0.11% 173
2022
Q2 		$411K Sell
3,729
-340
-8% -$38.4K 0.15% 157
2022
Q1 		$490K Sell
4,069
-210
-5% -$26.2K 0.15% 148
2021
Q4 		$568K Sell
4,279
-355
-8% -$47.2K 0.17% 138
2021
Q3 		$616K Hold
4,634
– – 0.21% 118
2021
Q2 		$625K Sell
4,634
-373
-7% -$49.2K 0.22% 118
2021
Q1 		$652K Buy
5,007
+1,140
+29% +$152K 0.23% 112
2020
Q4 		$536K Sell
3,867
-105
-3% -$14.3K 0.21% 120
2020
Q3 		$536K Buy
3,972
+810
+26% +$110K 0.22% 117
2020
Q2 		$426K Sell
3,162
-300
-9% -$39K 0.19% 131
2020
Q1 		$427K Buy
+3,462
New +$441K 0.22% 114

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

J.W. Coons Advisors's LQD Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2025 at 4,582 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #153.

J.W. Coons Advisors first reported a position in LQD in Q1 2020 and has held it in 22 quarters since. The position peaked at $652K in Q1 2021. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • J.W. Coons Advisors held 4,582 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $502K as of Q2 2025.
  • J.W. Coons Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of J.W. Coons Advisors's portfolio in Q2 2025, its #153 holding.
  • J.W. Coons Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $652K in Q1 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.