Members Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Members Advisory Group’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	-1,912	Closed	-$220K	–	34
2024 Q4	$220K	Sell	1,912 -203,955	-99%	-$22.3M	0.09%	32
2024 Q3	$23.3M	Buy	205,867 +5,176	+3%	+$573K	11.63%	2
2024 Q2	$21.5M	Buy	200,691 +5,395	+3%	+$576K	11.74%	2
2024 Q1	$21.3M	Buy	195,296 +6,345	+3%	+$689K	12.05%	3
2023 Q4	$20.9M	Buy	188,951 +40,211	+27%	+$4.19M	12.31%	3
2023 Q3	$15.2M	Buy	148,740 +16,475	+12%	+$1.74M	9.8%	3
2023 Q2	$14.3M	Buy	132,265 +4,911	+4%	+$531K	8.92%	5
2023 Q1	$14M	Buy	127,354 +4,457	+4%	+$483K	9.02%	5
2022 Q4	$13M	Buy	+122,897	New	+$12.9M	8.8%	6

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 $5.29B AUM 8.96% 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

Members Advisory Group's LQD Position: Q1 2025 in Review

Members Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 1,912 shares — an estimated $220K sold.

Members Advisory Group first reported a position in LQD in Q4 2022 and held it in 9 quarters. The position peaked at $23.3M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Members Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Members Advisory Group sold 1,912 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $220K.
Members Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Members Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $23.3M in Q3 2024.
1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Members Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.