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

Pineridge 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
Q1 		– Sell
-366
Closed -$39.1K – 597
2024
Q4 		$39.1K Buy
+366
New +$40K 0.01% 151

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

Pineridge Advisors's LQD Position: Q1 2025 in Review

Pineridge Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 366 shares — an estimated $39.1K sold.

Pineridge Advisors first reported a position in LQD in Q4 2024 and held it in 1 quarter. The position peaked at $39.1K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Pineridge Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 366 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $39.1K.
  • Pineridge Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Pineridge Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $39.1K 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 Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.