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Legacy Investment Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legacy Investment Solutions’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 		$1.97K Buy
+18
New +$1.93K ﹤0.01% 517
2024
Q4 		$1.94K Sell
18
-74
-80% -$8.1K ﹤0.01% 503
2024
Q3 		$9.96K Buy
+92
New +$10.2K 0.01% 314

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

Legacy Investment Solutions's LQD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025: 18 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LQD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LQD in Q3 2024 and has held it in 3 quarters since. The position peaked at $9.96K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Legacy Investment Solutions held 18 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.97K as of Q2 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #517 holding.
  • Legacy Investment Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.96K 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 Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.