Richard W. Paul & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Richard W. Paul & Associates’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	-39	Closed	-$4.17K	–	438
2024 Q4	$4.17K	Hold	39	–	–	﹤0.01%	362
2024 Q3	$4.41K	Hold	39	–	–	﹤0.01%	354
2024 Q2	$4.18K	Hold	39	–	–	﹤0.01%	354
2024 Q1	$4.25K	Hold	39	–	–	﹤0.01%	366
2023 Q4	$4.32K	Hold	39	–	–	﹤0.01%	356
2023 Q3	$3.98K	Hold	39	–	–	﹤0.01%	354
2023 Q2	$4.22K	Sell	39 -1,689	-98%	-$183K	﹤0.01%	372
2023 Q1	$189K	Sell	1,728 -100	-5%	-$10.8K	0.09%	168
2022 Q4	$193K	Buy	+1,828	New	+$191K	0.1%	169

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

Richard W. Paul & Associates's LQD Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 39 shares — an estimated $4.17K sold.

Richard W. Paul & Associates first reported a position in LQD in Q4 2022 and held it in 9 quarters. The position peaked at $193K in Q4 2022. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Richard W. Paul & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 39 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $4.17K.
Richard W. Paul & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $193K in Q4 2022.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.