Nalls Sherbakoff Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Nalls Sherbakoff Group’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	$22K	Hold	200	–	–	0.02%	270
2025 Q3	$22.3K	Hold	200	–	–	0.02%	272
2025 Q2	$21.9K	Hold	200	–	–	0.02%	269
2025 Q1	$21.7K	Buy	+200	New	+$21.6K	0.02%	239
2023 Q4	$22.1K	Hold	200	–	–	0.02%	227
2023 Q3	$20.4K	Hold	200	–	–	0.02%	223
2023 Q2	$21.5K	Hold	200	–	–	0.02%	221
2023 Q1	$21.7K	Buy	+200	New	+$21.7K	0.02%	223
2018 Q4	$34K	Buy	+300	New	+$33.7K	0.05%	177

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

Nalls Sherbakoff Group's LQD Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2025 at 200 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #270.

Nalls Sherbakoff Group first reported a position in LQD in Q4 2018 and has held it in 9 quarters since. The position peaked at $34K in Q4 2018. 1,144 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Nalls Sherbakoff Group held 200 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22K as of Q4 2025.
Nalls Sherbakoff Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #270 holding.
Nalls Sherbakoff Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $34K in Q4 2018.
1,144 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.