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

PSI 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
Q2 		– Sell
-717
Closed -$77.9K – 431
2025
Q1 		$77.9K Buy
717
+12
+2% +$1.29K 0.03% 187
2024
Q4 		$75.3K Buy
705
+520
+281% +$56.9K 0.02% 213
2024
Q3 		$20.9K Sell
185
-93
-33% -$10.3K 0.01% 417
2024
Q2 		$29.8K Buy
278
+125
+82% +$13.3K 0.01% 336
2024
Q1 		$16.7K Buy
153
+143
+1,430% +$15.5K 0.01% 416
2023
Q4 		$1.11K Hold
10
– – ﹤0.01% 759
2023
Q3 		$1.02K Hold
10
– – ﹤0.01% 735
2023
Q2 		$1.08K Hold
10
– – ﹤0.01% 713
2023
Q1 		$1.1K Hold
10
– – ﹤0.01% 661
2022
Q4 		$1.05K Hold
10
– – ﹤0.01% 661
2022
Q3 		$1K Sell
10
-14
-58% -$1.54K ﹤0.01% 702
2022
Q2 		$3K Buy
24
+14
+140% +$1.58K ﹤0.01% 625
2022
Q1 		$1K Hold
10
– – ﹤0.01% 676
2021
Q4 		$1K Buy
+10
New +$1.33K ﹤0.01% 719

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

PSI Advisors's LQD Position: Q2 2025 in Review

PSI Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 717 shares — an estimated $77.9K sold.

PSI Advisors first reported a position in LQD in Q4 2021 and held it in 14 quarters. The position peaked at $77.9K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • PSI Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 717 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $77.9K.
  • PSI Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
  • PSI Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $77.9K in Q1 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.