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

Montag & Associates’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
-275
Closed -$30.1K – 1138
2025
Q2 		$30.1K Hold
275
– – ﹤0.01% 641
2025
Q1 		$29.9K Hold
275
– – ﹤0.01% 676
2024
Q4 		$29.4K Hold
275
– – ﹤0.01% 676
2024
Q3 		$31.1K Hold
275
– – ﹤0.01% 680
2024
Q2 		$29.5K Hold
275
– – ﹤0.01% 667
2024
Q1 		$30K Hold
275
– – ﹤0.01% 659
2023
Q4 		$30.4K Hold
275
– – ﹤0.01% 648
2023
Q3 		$28.1K Sell
275
-11
-4% -$1.16K ﹤0.01% 632
2023
Q2 		$30.9K Hold
286
– – ﹤0.01% 629
2023
Q1 		$31.3K Hold
286
– – ﹤0.01% 621
2022
Q4 		$30.2K Hold
286
– – ﹤0.01% 614
2022
Q3 		$29K Hold
286
– – ﹤0.01% 617
2022
Q2 		$31K Hold
286
– – ﹤0.01% 600
2022
Q1 		$35K Hold
286
– – ﹤0.01% 609
2021
Q4 		$38K Hold
286
– – ﹤0.01% 600
2021
Q3 		$38K Hold
286
– – ﹤0.01% 593
2021
Q2 		$38K Hold
286
– – ﹤0.01% 584
2021
Q1 		$37K Buy
286
+11
+4% +$1.46K ﹤0.01% 591
2020
Q4 		$38K Buy
+275
New +$37.5K ﹤0.01% 574

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Montag & Associates's LQD Position: Q3 2025 in Review

Montag & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 275 shares — an estimated $30.1K sold.

Montag & Associates first reported a position in LQD in Q4 2020 and held it in 19 quarters. The position peaked at $38K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Montag & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 275 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $30.1K.
  • Montag & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Montag & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $38K in Q4 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.