LFA
LQD icon

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

LGT 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
Q4 		– Sell
-125
Closed -$13.9K – 331
2025
Q3 		$13.9K Buy
125
+59
+89% +$6.49K 0.03% 211
2025
Q2 		$7.24K Sell
66
-952
-94% -$102K 0.02% 245
2025
Q1 		$111K Buy
1,018
+45
+5% +$4.85K 0.34% 66
2024
Q4 		$104K Sell
973
-203
-17% -$22.2K 0.23% 83
2024
Q3 		$133K Buy
1,176
+96
+9% +$10.6K 0.33% 55
2024
Q2 		$116K Sell
1,080
-1,197
-53% -$128K 0.24% 67
2024
Q1 		$248K Sell
2,277
-424
-16% -$46.1K 0.29% 76
2023
Q4 		$299K Sell
2,701
-428
-14% -$44.6K 0.37% 58
2023
Q3 		$319K Sell
3,129
-663
-17% -$69.9K 0.41% 56
2023
Q2 		$410K Buy
+3,792
New +$410K 0.44% 64
2023
Q1 		– Sell
-1,412
Closed -$149K – 158
2022
Q4 		$149K Buy
+1,412
New +$148K 0.18% 110

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

LGT Financial Advisors's LQD Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 125 shares — an estimated $13.9K sold.

LGT Financial Advisors first reported a position in LQD in Q4 2022 and held it in 11 quarters. The position peaked at $410K in Q2 2023. 1,144 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 125 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $13.9K.
  • LGT Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $410K in Q2 2023.
  • 1,144 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.