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

Mayflower 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
-2,427
Closed -$271K – 430
2025
Q3 		$271K Buy
+2,427
New +$267K 0.03% 351
2025
Q2 		– Sell
-1,947
Closed -$212K – 403
2025
Q1 		$212K Buy
+1,947
New +$210K 0.03% 372
2024
Q4 		– Sell
-2,088
Closed -$236K – 391
2024
Q3 		$236K Sell
2,088
-180
-8% -$19.9K 0.04% 334
2024
Q2 		$243K Buy
2,268
+121
+6% +$12.9K 0.04% 311
2024
Q1 		$234K Sell
2,147
-64
-3% -$6.95K 0.04% 318
2023
Q4 		$245K Sell
2,211
-615
-22% -$64K 0.03% 295
2023
Q3 		$288K Sell
2,826
-1,057
-27% -$111K 0.04% 257
2023
Q2 		$420K Sell
3,883
-4
-0.1% -$433 0.05% 234
2023
Q1 		$426K Sell
3,887
-313
-7% -$33.9K 0.06% 226
2022
Q4 		$443K Sell
4,200
-835
-17% -$87.4K 0.06% 212
2022
Q3 		$516K Sell
5,035
-8
-0.2% -$882 0.08% 181
2022
Q2 		$555K Buy
5,043
+4
+0.1% +$452 0.09% 176
2022
Q1 		$609K Buy
5,039
+33
+0.7% +$4.12K 0.08% 176
2021
Q4 		$663K Hold
5,006
– – 0.09% 159
2021
Q3 		$663K Hold
5,006
– – 0.09% 154
2021
Q2 		$673K Sell
5,006
-340
-6% -$44.8K 0.09% 145
2021
Q1 		$695K Hold
5,346
– – 0.1% 134
2020
Q4 		$738K Buy
+5,346
New +$728K 0.13% 122

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 $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 $4.74B AUM 11.18% 1-Year Est. Return

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

Mayflower Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 2,427 shares — an estimated $271K sold.

Mayflower Financial Advisors first reported a position in LQD in Q4 2020 and held it in 18 quarters. The position peaked at $738K in Q4 2020. 1,144 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Mayflower Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mayflower Financial Advisors sold 2,427 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $271K.
  • Mayflower Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
  • Mayflower Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $738K in Q4 2020.
  • 1,144 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

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