MFG Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MFG Wealth Management’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 Q3	–	Sell	-24,998	Closed	-$2.74M	–	66
2025 Q2	$2.74M	Sell	24,998 -12,761	-34%	-$1.37M	2.31%	20
2025 Q1	$4.1M	Buy	37,759 +19	+0.1%	+$2.05K	3.92%	1
2024 Q4	$4.03M	Buy	+37,740	New	+$4.13M	3.69%	2

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

MFG Wealth Management's LQD Position: Q3 2025 in Review

MFG Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 24,998 shares — an estimated $2.74M sold.

MFG Wealth Management first reported a position in LQD in Q4 2024 and held it in 3 quarters. The position peaked at $4.1M in Q1 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

MFG Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
MFG Wealth Management sold 24,998 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $2.74M.
MFG Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
MFG Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.1M in Q1 2025.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on MFG Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.