L.M. Kohn & Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

L.M. Kohn & Company’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	–	Sell	-3,974	Closed	-$432K	–	287
2025 Q1	$432K	Sell	3,974 -82	-2%	-$8.84K	0.11%	160
2024 Q4	$433K	Sell	4,056 -1,997	-33%	-$219K	0.11%	151
2024 Q3	$684K	Buy	6,053 +2,368	+64%	+$262K	0.17%	122
2024 Q2	$395K	Buy	3,685 +184	+5%	+$19.6K	0.11%	160
2024 Q1	$381K	Buy	3,501 +1,203	+52%	+$131K	0.11%	171
2023 Q4	$254K	Sell	2,298 -144	-6%	-$15K	0.08%	197
2023 Q3	$249K	Buy	+2,442	New	+$257K	0.09%	196
2023 Q2	–	Sell	-2,037	Closed	-$223K	–	246
2023 Q1	$223K	Buy	+2,037	New	+$221K	0.09%	193
2022 Q3	–	Sell	-2,169	Closed	-$239K	–	227
2022 Q2	$239K	Sell	2,169 -458	-17%	-$51.7K	0.11%	192
2022 Q1	$318K	Buy	+2,627	New	+$328K	0.12%	182

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

L.M. Kohn & Company's LQD Position: Q2 2025 in Review

L.M. Kohn & Company sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 3,974 shares — an estimated $432K sold.

L.M. Kohn & Company first reported a position in LQD in Q1 2022 and held it in 10 quarters. The position peaked at $684K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

L.M. Kohn & Company reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 3,974 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $432K.
L.M. Kohn & Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
L.M. Kohn & Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $684K 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 L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.