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MJT & Associates Financial Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MJT & Associates Financial Advisory’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
Q2 		– Sell
-4,056
Closed -$441K – 488
2025
Q1 		$441K Buy
+4,056
New +$437K 0.42% 27

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BlackRock
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JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

MJT & Associates Financial Advisory's LQD Position: Q2 2025 in Review

MJT & Associates Financial Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 4,056 shares — an estimated $441K sold.

MJT & Associates Financial Advisory first reported a position in LQD in Q1 2025 and held it in 1 quarter. The position peaked at $441K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 4,056 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $441K.
  • MJT & Associates Financial Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $441K in Q1 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2025, filed 16 Jul 2025.