Jentner Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jentner Corp’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 Q1	–	Sell	-2,500	Closed	-$267K	–	55
2024 Q4	$267K	Hold	2,500	–	–	0.08%	49
2024 Q3	$282K	Hold	2,500	–	–	0.09%	49
2024 Q2	$268K	Hold	2,500	–	–	0.09%	45
2024 Q1	$272K	Hold	2,500	–	–	0.1%	45
2023 Q4	$277K	Hold	2,500	–	–	0.11%	41
2023 Q3	$255K	Hold	2,500	–	–	0.16%	39
2023 Q2	$270K	Hold	2,500	–	–	0.17%	41
2023 Q1	$274K	Hold	2,500	–	–	0.19%	37
2022 Q4	$264K	Hold	2,500	–	–	0.19%	39
2022 Q3	$256K	Hold	2,500	–	–	0.2%	33
2022 Q2	$275K	Hold	2,500	–	–	0.21%	32
2022 Q1	$302K	Hold	2,500	–	–	0.22%	28
2021 Q4	$331K	Hold	2,500	–	–	0.22%	29
2021 Q3	$333K	Hold	2,500	–	–	0.23%	28
2021 Q2	$336K	Hold	2,500	–	–	0.24%	28
2021 Q1	$325K	Hold	2,500	–	–	0.25%	25
2020 Q4	$345K	Hold	2,500	–	–	0.34%	23
2020 Q3	$337K	Hold	2,500	–	–	0.37%	20
2020 Q2	$336K	Hold	2,500	–	–	0.38%	21
2020 Q1	$309K	Hold	2,500	–	–	0.4%	20
2019 Q4	$320K	Hold	2,500	–	–	0.34%	27
2019 Q3	$319K	Hold	2,500	–	–	0.26%	26
2019 Q2	$311K	Hold	2,500	–	–	0.26%	26
2019 Q1	$298K	Hold	2,500	–	–	0.25%	25
2018 Q4	$282K	Hold	2,500	–	–	0.26%	23
2018 Q3	$287K	Hold	2,500	–	–	0.24%	26
2018 Q2	$286K	Hold	2,500	–	–	0.24%	23
2018 Q1	$293K	Hold	2,500	–	–	0.25%	22
2017 Q4	$304K	Hold	2,500	–	–	0.27%	22
2017 Q3	$303K	Hold	2,500	–	–	0.28%	23
2017 Q2	$301K	Hold	2,500	–	–	0.28%	21
2017 Q1	$295K	Sell	2,500 -125	-5%	-$14.7K	0.29%	19
2016 Q4	$308K	Buy	+2,625	New	+$312K	0.31%	17

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jentner Corp's LQD Position: Q1 2025 in Review

Jentner Corp sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 2,500 shares — an estimated $267K sold.

Jentner Corp first reported a position in LQD in Q4 2016 and held it in 33 quarters. The position peaked at $345K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Jentner Corp reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Jentner Corp sold 2,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $267K.
Jentner Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 33 quarters.
Jentner Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $345K in Q4 2020.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Jentner Corp's 13F filing for Q1 2025, filed 15 May 2025.