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Orion Portfolio Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Orion Portfolio Solutions’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 		$3.06M Buy
28,165
+18
+0.1% +$1.94K 0.03% 522
2024
Q4 		$3.01M Buy
28,147
+9,053
+47% +$991K 0.03% 512
2024
Q3 		$2.16M Buy
19,094
+2,368
+14% +$262K 0.02% 653
2024
Q2 		$1.79M Sell
16,726
-6,365
-28% -$679K 0.02% 694
2024
Q1 		$2.52M Sell
23,091
-32,374
-58% -$3.52M 0.03% 552
2023
Q4 		$6.07M Buy
55,465
+13,777
+33% +$1.43M 0.07% 266
2023
Q3 		$4.25M Buy
41,688
+24,838
+147% +$2.62M 0.05% 337
2023
Q2 		$1.82M Buy
16,850
+5,704
+51% +$617K 0.02% 696
2023
Q1 		$1.22M Sell
11,146
-1,749
-14% -$189K 0.02% 801
2022
Q4 		$1.36M Buy
12,895
+1,362
+12% +$143K 0.05% 249
2022
Q3 		$1.18M Buy
11,533
+6,674
+137% +$736K 0.05% 224
2022
Q2 		$535K Buy
4,859
+860
+22% +$97.1K 0.02% 381
2022
Q1 		$484K Buy
3,999
+34
+0.9% +$4.24K 0.02% 433
2021
Q4 		$525K Sell
3,965
-1,872
-32% -$249K 0.02% 415
2021
Q3 		$776K Buy
5,837
+2,482
+74% +$335K 0.03% 299
2021
Q2 		$451K Buy
3,355
+317
+10% +$41.8K 0.02% 388
2021
Q1 		$395K Buy
3,038
+1,159
+62% +$154K 0.02% 368
2020
Q4 		$260K Buy
+1,879
New +$256K 0.01% 424
2020
Q3 		– Sell
-907
Closed -$122K – 1357
2020
Q2 		$122K Sell
907
-61
-6% -$7.93K 0.01% 504
2020
Q1 		$119K Sell
968
-792
-45% -$101K 0.01% 414
2019
Q4 		$225K Buy
+1,760
New +$224K 0.02% 300

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

Orion Portfolio Solutions's LQD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.06% in Q1 2025, buying an estimated $1.94K and bringing the position to 28,165 shares worth $3.06M. The position accounts for 0.03% of the portfolio, ranked #522.

Orion Portfolio Solutions first reported a position in LQD in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.07M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Orion Portfolio Solutions held 28,165 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.06M as of Q1 2025.
  • Orion Portfolio Solutions bought 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.94K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #522 holding.
  • Orion Portfolio Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.07M in Q4 2023.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.