MA
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Maxele Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Maxele 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 		$245K Sell
2,219
-175
-7% -$19.5K 0.2% 90
2025
Q3 		$267K Sell
2,394
-422
-15% -$46.4K 0.23% 84
2025
Q2 		$309K Sell
2,816
-120
-4% -$12.9K 0.27% 80
2025
Q1 		$319K Sell
2,936
-200
-6% -$21.6K 0.31% 73
2024
Q4 		$335K Buy
+3,136
New +$343K 0.32% 71
2022
Q3 		$441K Sell
4,301
-133
-3% -$14.7K 0.74% 40
2022
Q2 		$488K Sell
4,434
-1,155
-21% -$130K 0.77% 39
2022
Q1 		$676K Sell
5,589
-1,661
-23% -$207K 0.84% 38
2021
Q4 		$961K Buy
+7,250
New +$964K 1.11% 29

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 $5.7T 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 $4.81B AUM 4.62% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $2.61B AUM 11.18% 1-Year Est. Return