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Lane & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lane & Associates’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 		$620K Sell
5,706
-138
-2% -$14.9K 0.33% 52
2024
Q4 		$628K Sell
5,844
-3,822
-40% -$418K 0.32% 55
2024
Q3 		$1.09M Sell
9,666
-2,191
-18% -$242K 0.59% 37
2024
Q2 		$1.27M Buy
11,857
+1,740
+17% +$186K 0.75% 35
2024
Q1 		$1.1M Buy
10,117
+1,249
+14% +$136K 0.69% 32
2023
Q4 		$981K Buy
8,868
+1,219
+16% +$127K 0.71% 33
2023
Q3 		$780K Buy
+7,649
New +$807K 0.63% 40

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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
Morgan Stanley
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lane & Associates's LQD Position: Q1 2025 in Review

Lane & Associates reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q1 2025, selling an estimated $14.9K and leaving 5,706 shares worth $620K. The position accounts for 0.33% of the portfolio, ranked #52.

Lane & Associates first reported a position in LQD in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.27M in Q2 2024. 1,029 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Lane & Associates held 5,706 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $620K as of Q1 2025.
  • Lane & Associates sold 138 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $14.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.33% of Lane & Associates's portfolio in Q1 2025, its #52 holding.
  • Lane & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 7 quarters since.
  • Lane & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.27M in Q2 2024.
  • 1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.