Mark Sheptoff Financial Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-263	Closed	-$28.1K	–	454
2024 Q4	$28.1K	Hold	263	–	–	0.02%	226
2024 Q3	$29.7K	Hold	263	–	–	0.02%	215
2024 Q2	$28.2K	Hold	263	–	–	0.02%	229
2024 Q1	$28.6K	Hold	263	–	–	0.02%	215
2023 Q4	$29.1K	Buy	+263	New	+$27.4K	0.02%	198
2018 Q3	–	Sell	-17	Closed	-$2K	–	372
2018 Q2	$2K	Buy	+17	New	+$1.96K	﹤0.01%	345

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's LQD Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 263 shares — an estimated $28.1K sold.

Mark Sheptoff Financial Planning first reported a position in LQD in Q2 2018 and held it in 6 quarters. The position peaked at $29.7K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Mark Sheptoff Financial Planning reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 263 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $28.1K.
Mark Sheptoff Financial Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
Mark Sheptoff Financial Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $29.7K in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.