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Moser Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Moser Wealth Advisors’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 		$391K Hold
3,565
– – 0.19% 70
2025
Q1 		$387K Buy
3,565
+75
+2% +$8.08K 0.2% 70
2024
Q4 		$373K Sell
3,490
-475
-12% -$52K 0.19% 65
2024
Q3 		$448K Hold
3,965
– – 0.23% 63
2024
Q2 		$425K Hold
3,965
– – 0.23% 64
2024
Q1 		$432K Hold
3,965
– – 0.24% 63
2023
Q4 		$439K Sell
3,965
-1,965
-33% -$205K 0.28% 57
2023
Q3 		$605K Sell
5,930
-350
-6% -$36.9K 0.42% 49
2023
Q2 		$679K Buy
+6,280
New +$679K 0.46% 49
2022
Q4 		$713K Sell
6,760
-10
-0.1% -$1.05K 0.54% 46
2022
Q3 		$694K Sell
6,770
-40
-0.6% -$4.41K 0.54% 47
2022
Q2 		$749K Sell
6,810
-175
-3% -$19.8K 0.56% 47
2022
Q1 		$845K Sell
6,985
-250
-3% -$31.2K 0.53% 43
2021
Q4 		$959K Sell
7,235
-100
-1% -$13.3K 0.58% 40
2021
Q3 		$976K Sell
7,335
-650
-8% -$87.8K 0.62% 40
2021
Q2 		$1.07M Buy
7,985
+1,425
+22% +$188K 0.69% 38
2021
Q1 		$853K Hold
6,560
– – 0.6% 41
2020
Q4 		$906K Buy
6,560
+350
+6% +$47.7K 0.67% 37
2020
Q3 		$837K Buy
6,210
+4,065
+190% +$554K 0.67% 35
2020
Q2 		$289K Hold
2,145
– – 0.28% 46
2020
Q1 		$265K Buy
2,145
+465
+28% +$59.3K 0.31% 46
2019
Q4 		$215K Buy
+1,680
New +$214K 0.21% 54

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
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

Moser Wealth Advisors's LQD Position: Q2 2025 in Review

Moser Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2025 at 3,565 shares worth $391K. The position accounts for 0.19% of the portfolio, ranked #70.

Moser Wealth Advisors first reported a position in LQD in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.07M in Q2 2021. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Moser Wealth Advisors held 3,565 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $391K as of Q2 2025.
  • Moser Wealth Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of Moser Wealth Advisors's portfolio in Q2 2025, its #70 holding.
  • Moser Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.07M in Q2 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.