ORG Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

ORG Partners’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 Q4	$29.9K	Sell	271 -6	-2%	-$667	0.01%	695
2025 Q3	$31.6K	Hold	277	–	–	0.01%	683
2025 Q2	$31K	Hold	277	–	–	0.01%	657
2025 Q1	$30.9K	Hold	277	–	–	0.01%	590
2024 Q4	$30.4K	Sell	277 -40	-13%	-$4.38K	﹤0.01%	653
2024 Q3	$36.7K	Buy	317 +64	+25%	+$7.08K	0.01%	576
2024 Q2	$27.9K	Buy	+253	New	+$27K	﹤0.01%	985
2024 Q1	–	Sell	-1,466	Closed	-$163K	–	850
2023 Q4	$163K	Buy	1,466 +1,411	+2,565%	+$147K	0.03%	323
2023 Q3	$5.71K	Sell	55 -4,572	-99%	-$482K	﹤0.01%	929
2023 Q2	$500K	Buy	+4,627	New	+$500K	0.08%	213

Other funds holding LQD

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

MYLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

ORG Partners's LQD Position: Q4 2025 in Review

ORG Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.2% in Q4 2025, selling an estimated $667 and leaving 271 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #695.

ORG Partners first reported a position in LQD in Q2 2023 and has held it in 10 quarters since. The position peaked at $500K in Q2 2023. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

ORG Partners held 271 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.9K as of Q4 2025.
ORG Partners sold 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $667.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #695 holding.
ORG Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $500K in Q2 2023.
1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.