Parr McKnight Wealth Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Parr McKnight Wealth Management 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 Q1	–	Sell	-13,758	Closed	-$1.47M	–	242
2024 Q4	$1.47M	Buy	+13,758	New	+$1.51M	0.21%	119

Other funds holding LQD

MYLI

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

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

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 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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parr McKnight Wealth Management Group's LQD Position: Q1 2025 in Review

Parr McKnight Wealth Management Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 13,758 shares — an estimated $1.47M sold.

Parr McKnight Wealth Management Group first reported a position in LQD in Q4 2024 and held it in 1 quarter. The position peaked at $1.47M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Parr McKnight Wealth Management Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 13,758 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.47M.
Parr McKnight Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
Parr McKnight Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.47M in Q4 2024.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2025, filed 30 Apr 2025.