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

Optimum Investment 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
Q3 		$402K Buy
3,605
+168
+5% +$18.5K 0.16% 116
2025
Q2 		$377K Sell
3,437
-379
-10% -$40.7K 0.16% 115
2025
Q1 		$415K Buy
3,816
+7
+0.2% +$754 0.2% 106
2024
Q4 		$407K Sell
3,809
-129
-3% -$14.1K 0.18% 114
2024
Q3 		$445K Buy
3,938
+25
+0.6% +$2.77K 0.19% 111
2024
Q2 		$419K Buy
3,913
+30
+0.8% +$3.2K 0.19% 112
2024
Q1 		$423K Buy
3,883
+2,028
+109% +$220K 0.19% 108
2023
Q4 		$205K Buy
1,855
+29
+2% +$3.02K 0.1% 182
2023
Q3 		$186K Buy
1,826
+3
+0.2% +$316 0.1% 187
2023
Q2 		$197K Buy
1,823
+155
+9% +$16.8K 0.1% 186
2023
Q1 		$183K Buy
1,668
+26
+2% +$2.81K 0.1% 189
2022
Q4 		$173K Sell
1,642
-432
-21% -$45.2K 0.09% 200
2022
Q3 		$212K Sell
2,074
-32
-2% -$3.53K 0.11% 180
2022
Q2 		$232K Sell
2,106
-13
-0.6% -$1.47K 0.12% 173
2022
Q1 		$256K Sell
2,119
-515
-20% -$64.2K 0.11% 176
2021
Q4 		$349K Sell
2,634
-13
-0.5% -$1.73K 0.14% 152
2021
Q3 		$352K Buy
2,647
+14
+0.5% +$1.89K 0.15% 146
2021
Q2 		$354K Buy
2,633
+45
+2% +$5.93K 0.11% 180
2021
Q1 		$337K Sell
2,588
-1,815
-41% -$241K 0.1% 195
2020
Q4 		$608K Sell
4,403
-135
-3% -$18.4K 0.18% 120
2020
Q3 		$611K Sell
4,538
-430
-9% -$58.6K 0.21% 107
2020
Q2 		$668K Sell
4,968
-701
-12% -$91.2K 0.23% 95
2020
Q1 		$700K Buy
5,669
+302
+6% +$38.5K 0.29% 75
2019
Q4 		$687K Buy
5,367
+263
+5% +$33.5K 0.2% 130
2019
Q3 		$651K Sell
5,104
-275
-5% -$34.6K 0.21% 126
2019
Q2 		$669K Buy
5,379
+1,008
+23% +$121K 0.22% 119
2019
Q1 		$520K Sell
4,371
-65,427
-94% -$7.58M 0.17% 143
2018
Q4 		$7.88M Sell
69,798
-131
-0.2% -$14.7K 2.71% 2
2018
Q3 		$8.04M Sell
69,929
-1,018
-1% -$117K 2.22% 4
2018
Q2 		$8.13M Sell
70,947
-332
-0.5% -$38.2K 2.34% 4
2018
Q1 		$8.37M Sell
71,279
-1,892
-3% -$224K 2.46% 3
2017
Q4 		$8.89M Sell
73,171
-136
-0.2% -$16.5K 2.83% 2
2017
Q3 		$8.89M Sell
73,307
-646
-0.9% -$78.1K 2.98% 2
2017
Q2 		$8.91M Sell
73,953
-1,158
-2% -$138K 3.08% 2
2017
Q1 		$8.86M Buy
75,111
+326
+0.4% +$38.3K 3.14% 2
2016
Q4 		$8.76M Sell
74,785
-1,306
-2% -$155K 3.3% 1
2016
Q3 		$9.37M Buy
76,091
+1,716
+2% +$211K 3.52% 1
2016
Q2 		$9.13M Buy
74,375
+911
+1% +$109K 3.54% 1
2016
Q1 		$8.73M Sell
73,464
-1,076
-1% -$124K 3.44% 1
2015
Q4 		$8.5M Sell
74,540
-1,078
-1% -$125K 3.29% 3
2015
Q3 		$8.78M Buy
+75,618
New +$8.74M 3.55% 3
2015
Q1 		$9.26M Buy
76,113
+1,238
+2% +$150K 2.93% 3
2014
Q4 		$8.94M Sell
74,875
-988
-1% -$118K 2.87% 2
2014
Q3 		$8.97M Buy
75,863
+45
+0.1% +$5.35K 2.97% 3
2014
Q2 		$9.04M Buy
75,818
+9,692
+15% +$1.15M 2.93% 2
2014
Q1 		$7.73M Hold
66,126
– – 2.91% 2
2013
Q4 		$7.55M Sell
66,126
-820
-1% -$93.6K 2.84% 3
2013
Q3 		$7.6M Buy
+66,946
New +$7.57M 3.12% 1

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

Optimum Investment Advisors's LQD Position: Q3 2025 in Review

Optimum Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.9% in Q3 2025, buying an estimated $18.5K and bringing the position to 3,605 shares worth $402K. The position accounts for 0.16% of the portfolio, ranked #116.

Optimum Investment Advisors first reported a position in LQD in Q3 2013 and has held it in 48 quarters since. The position peaked at $9.37M in Q3 2016. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Optimum Investment Advisors held 3,605 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $402K as of Q3 2025.
  • Optimum Investment Advisors bought 168 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $18.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Optimum Investment Advisors's portfolio in Q3 2025, its #116 holding.
  • Optimum Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.37M in Q3 2016.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.