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Premier Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Premier Financial 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
Q4 		– Sell
-590
Closed -$65.8K – 73
2025
Q3 		$65.8K Buy
+590
New +$64.9K 0.02% 37

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Premier Financial Group's LQD Position: Q4 2025 in Review

Premier Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 590 shares — an estimated $65.8K sold.

Premier Financial Group first reported a position in LQD in Q3 2025 and held it in 1 quarter. The position peaked at $65.8K in Q3 2025. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Premier Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Premier Financial Group sold 590 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $65.8K.
  • Premier Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Premier Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $65.8K in Q3 2025.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Premier Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.