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Optivise Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Optivise Advisory Services’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 		– Sell
-10,210
Closed -$1.09M – 207
2024
Q4 		$1.09M Sell
10,210
-496
-5% -$54.3K 0.59% 45
2024
Q3 		$1.21M Sell
10,706
-219
-2% -$24.2K 0.64% 40
2024
Q2 		$1.17M Buy
+10,925
New +$1.17M 0.63% 41

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optivise Advisory Services's LQD Position: Q1 2025 in Review

Optivise Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 10,210 shares — an estimated $1.09M sold.

Optivise Advisory Services first reported a position in LQD in Q2 2024 and held it in 3 quarters. The position peaked at $1.21M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Optivise Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 10,210 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.09M.
  • Optivise Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Optivise Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.21M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Optivise Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.