Northwest Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Northwest Capital 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 Q2	–	Hold	0	–	–	–	347
2025 Q1	–	Hold	0	–	–	–	439
2024 Q4	–	Sell	-470	Closed	-$51.4K	–	431
2024 Q3	$53.1K	Hold	470	–	–	0.02%	188
2024 Q2	$50.4K	Hold	470	–	–	0.02%	186
2024 Q1	$51.2K	Hold	470	–	–	0.02%	218
2023 Q4	$52.1K	Buy	470 +3	+0.6%	+$312	0.02%	217
2023 Q3	$47.6K	Buy	467 +5	+1%	+$527	0.02%	211
2023 Q2	$50K	Buy	+462	New	+$50K	0.02%	209

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northwest Capital Management's LQD Position: Q2 2025 in Review

Northwest Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2025 at 0 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Northwest Capital Management first reported a position in LQD in Q2 2023 and has held it in 6 quarters since. The position peaked at $53.1K in Q3 2024. 1,046 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Northwest Capital Management held 0 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $47 as of Q2 2025.
Northwest Capital Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Northwest Capital Management's portfolio in Q2 2025, its #347 holding.
Northwest Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 6 quarters since.
Northwest Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $53.1K in Q3 2024.
1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.