Legend Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-4	Closed	-$438	–	104
2025 Q2	$438	Buy	+4	New	+$429	﹤0.01%	164
2025 Q1	–	Sell	-4	Closed	-$427	–	154
2024 Q4	$427	Buy	+4	New	+$438	﹤0.01%	227
2023 Q3	–	Sell	-55	Closed	-$5.95K	–	205
2023 Q2	$5.95K	Hold	55	–	–	0.01%	174
2023 Q1	$6.03K	Hold	55	–	–	0.01%	181
2022 Q4	$5.8K	Hold	55	–	–	0.01%	195
2022 Q3	$5.63K	Buy	+55	New	+$6.06K	0.01%	179

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Legend Financial Advisors's LQD Position: Q3 2025 in Review

Legend Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 4 shares — an estimated $438 sold.

Legend Financial Advisors first reported a position in LQD in Q3 2022 and held it in 6 quarters. The position peaked at $6.03K in Q1 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Legend Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 4 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $438.
Legend Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Legend Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.03K in Q1 2023.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.