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Onyx Bridge Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Onyx Bridge Wealth 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
Q3 		– Sell
-11,448
Closed -$1.25M – 372
2025
Q2 		$1.25M Sell
11,448
-1,422
-11% -$153K 0.17% 100
2025
Q1 		$1.4M Sell
12,870
-58,075
-82% -$6.26M 0.2% 90
2024
Q4 		$7.58M Buy
70,945
+16,583
+31% +$1.81M 1.09% 25
2024
Q3 		$6.14M Buy
54,362
+13,500
+33% +$1.49M 0.93% 27
2024
Q2 		$4.38M Buy
40,862
+1,910
+5% +$204K 0.72% 33
2024
Q1 		$4.1M Buy
38,952
+35,424
+1,004% +$3.85M 0.73% 32
2023
Q4 		$390K Sell
3,528
-1,224
-26% -$127K 0.08% 157
2023
Q3 		$485K Sell
4,752
-400
-8% -$42.2K 0.11% 133
2023
Q2 		$557K Sell
5,152
-1,451
-22% -$157K 0.13% 117
2023
Q1 		$724K Sell
6,603
-274
-4% -$29.7K 0.29% 63
2022
Q4 		$747K Sell
6,877
-1,478
-18% -$155K 0.3% 49
2022
Q3 		$845K Sell
8,355
-95
-1% -$10.5K 0.39% 39
2022
Q2 		$960K Sell
8,450
-1,305
-13% -$147K 0.43% 34
2022
Q1 		$1.11M Sell
9,755
-1,785
-15% -$223K 0.42% 28
2021
Q4 		$1.51M Buy
11,540
+2,945
+34% +$391K 0.51% 19
2021
Q3 		$1.14M Buy
8,595
+897
+12% +$121K 0.43% 26
2021
Q2 		$1.04M Buy
7,698
+1,607
+26% +$212K 0.45% 24
2021
Q1 		$792K Buy
+6,091
New +$810K 0.4% 29

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $123B AUM 34.51% 1-Year Est. Return

Onyx Bridge Wealth Group's LQD Position: Q3 2025 in Review

Onyx Bridge Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 11,448 shares — an estimated $1.25M sold.

Onyx Bridge Wealth Group first reported a position in LQD in Q1 2021 and held it in 18 quarters. The position peaked at $7.58M in Q4 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Onyx Bridge Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 11,448 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.25M.
  • Onyx Bridge Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 18 quarters.
  • Onyx Bridge Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.58M in Q4 2024.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2025, filed 6 Nov 2025.