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

MGB 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 Q4	–	Sell	-18	Closed	-$1.99K	–	324
2025 Q3	$1.99K	Hold	18	–	–	﹤0.01%	307
2025 Q2	$1.93K	Buy	18 +1	+6%	+$107	﹤0.01%	304
2025 Q1	$1.89K	Hold	17	–	–	﹤0.01%	291
2024 Q4	$1.85K	Hold	17	–	–	﹤0.01%	286
2024 Q3	$1.92K	Hold	17	–	–	﹤0.01%	277
2024 Q2	$1.85K	Hold	17	–	–	﹤0.01%	276
2024 Q1	$1.81K	Hold	17	–	–	﹤0.01%	263
2023 Q4	$1.83K	Buy	+17	New	+$1.77K	﹤0.01%	257

Other funds holding LQD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

MGB Wealth Management's LQD Position: Q4 2025 in Review

MGB Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 18 shares — an estimated $1.99K sold.

MGB Wealth Management first reported a position in LQD in Q4 2023 and held it in 8 quarters. The position peaked at $1.99K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

MGB Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
MGB Wealth Management sold 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.99K.
MGB Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
MGB Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.99K in Q3 2025.
1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.