LCWP
LQD icon

Legacy Capital Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legacy Capital Wealth Partners’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
-2,498
Closed -$278K – 391
2025
Q3 		$278K Buy
+2,498
New +$275K 0.06% 324

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Legacy Capital Wealth Partners's LQD Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 2,498 shares — an estimated $278K sold.

Legacy Capital Wealth Partners first reported a position in LQD in Q3 2025 and held it in 1 quarter. The position peaked at $278K in Q3 2025. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Legacy Capital Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,498 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $278K.
  • Legacy Capital Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $278K in Q3 2025.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.