National Mutual Funds Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

National Mutual Funds 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 Q1	$7.89M	Sell	72,751 -6,722	-8%	-$724K	100%	1
2024 Q4	$8.49M	Hold	79,473	–	–	100%	1
2024 Q3	$8.98M	Sell	79,473 -116,722	-59%	-$12.9M	100%	1
2024 Q2	$21M	Buy	196,195 +22,435	+13%	+$2.39M	100%	1
2024 Q1	$18.9M	Buy	173,760 +36,686	+27%	+$3.99M	100%	1
2023 Q4	$15.2M	Buy	137,074 +40,498	+42%	+$4.22M	100%	1
2023 Q3	$9.85M	Buy	+96,576	New	+$10.2M	40.66%	2
2023 Q1	$23.8M	Buy	+217,400	New	+$23.5M	58.17%	1

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Mutual Funds Management's LQD Position: Q1 2025 in Review

National Mutual Funds Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.5% in Q1 2025, selling an estimated $724K and leaving 72,751 shares worth $7.89M. The position accounts for 100% of the portfolio, ranked #1.

National Mutual Funds Management first reported a position in LQD in Q1 2023 and has held it in 8 quarters since. The position peaked at $23.8M in Q1 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

National Mutual Funds Management held 72,751 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.89M as of Q1 2025.
National Mutual Funds Management sold 6,722 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $724K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 100% of National Mutual Funds Management's portfolio in Q1 2025, its #1 holding.
National Mutual Funds Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 8 quarters since.
National Mutual Funds Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $23.8M in Q1 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on National Mutual Funds Management's 13F filing for Q1 2025, filed 15 May 2025.