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

Kiker 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
Q4 		– Sell
-74
Closed -$8.25K – 114
2025
Q3 		$8.25K Buy
74
+30
+68% +$3.3K ﹤0.01% 169
2025
Q2 		$4.82K Sell
44
-17
-28% -$1.82K ﹤0.01% 433
2025
Q1 		$6.63K Buy
+61
New +$6.57K ﹤0.01% 419

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Kiker Wealth Management's LQD Position: Q4 2025 in Review

Kiker Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 74 shares — an estimated $8.25K sold.

Kiker Wealth Management first reported a position in LQD in Q1 2025 and held it in 3 quarters. The position peaked at $8.25K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Kiker Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 74 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $8.25K.
  • Kiker Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Kiker Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.25K in Q3 2025.
  • 1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.