Milestone Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Milestone Asset 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	-8,008	Closed	-$893K	–	245
2025 Q3	$893K	Buy	+8,008	New	+$880K	0.17%	100
2025 Q1	–	Sell	-67,124	Closed	-$7.17M	–	235
2024 Q4	$7.17M	Buy	+67,124	New	+$7.34M	1.58%	12
2024 Q3	–	Sell	-42,246	Closed	-$4.53M	–	219
2024 Q2	$4.53M	Sell	42,246 -15,134	-26%	-$1.62M	1.13%	17
2024 Q1	$6.25M	Buy	+57,380	New	+$6.24M	1.79%	14
2023 Q1	–	Sell	-2,231	Closed	-$246K	–	82
2022 Q4	$246K	Buy	+2,231	New	+$234K	0.15%	58

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

Milestone Asset Management's LQD Position: Q4 2025 in Review

Milestone Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 8,008 shares — an estimated $893K sold.

Milestone Asset Management first reported a position in LQD in Q4 2022 and held it in 5 quarters. The position peaked at $7.17M in Q4 2024. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Milestone Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Milestone Asset Management sold 8,008 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $893K.
Milestone Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Milestone Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.17M in Q4 2024.
1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.