Raleigh Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Raleigh Capital Management’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	-30	Closed	-$3.34K	–	600
2025 Q3	$3.34K	Buy	+30	New	+$3.3K	﹤0.01%	386
2025 Q2	–	Sell	-505	Closed	-$54.9K	–	674
2025 Q1	$54.9K	Buy	505 +3	+0.6%	+$323	0.02%	266
2024 Q4	$53.6K	Buy	+502	New	+$54.9K	0.02%	307
2024 Q3	–	Sell	-3,514	Closed	-$376K	–	1035
2024 Q2	$376K	Buy	3,514 +653	+23%	+$69.7K	0.16%	137
2024 Q1	$312K	Buy	2,861 +1,991	+229%	+$216K	0.13%	166
2023 Q4	$96.3K	Buy	870 +251	+41%	+$26.1K	0.04%	225
2023 Q3	$63.1K	Buy	+619	New	+$65.3K	0.03%	229
2022 Q4	–	Sell	-194	Closed	-$20K	–	847
2022 Q3	$20K	Buy	+194	New	+$21.4K	0.01%	288

Other funds holding LQD

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Raleigh Capital Management's LQD Position: Q4 2025 in Review

Raleigh Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 30 shares — an estimated $3.34K sold.

Raleigh Capital Management first reported a position in LQD in Q3 2022 and held it in 8 quarters. The position peaked at $376K in Q2 2024. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Raleigh Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Raleigh Capital Management sold 30 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $3.34K.
Raleigh Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
Raleigh Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $376K in Q2 2024.
1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Raleigh Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.