Robinson Smith Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Robinson Smith Wealth 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	-3,221	Closed	-$350K	–	95
2025 Q1	$350K	Hold	3,221	–	–	0.29%	62
2024 Q4	$344K	Buy	3,221 +390	+14%	+$42.7K	0.29%	59
2024 Q3	$320K	Hold	2,831	–	–	0.27%	63
2024 Q2	$303K	Hold	2,831	–	–	0.27%	68
2024 Q1	$308K	Sell	2,831 -4	-0.1%	-$435	0.3%	64
2023 Q4	$314K	Buy	+2,835	New	+$295K	0.31%	65

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Robinson Smith Wealth Advisors's LQD Position: Q2 2025 in Review

Robinson Smith Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 3,221 shares — an estimated $350K sold.

Robinson Smith Wealth Advisors first reported a position in LQD in Q4 2023 and held it in 6 quarters. The position peaked at $350K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Robinson Smith Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Robinson Smith Wealth Advisors sold 3,221 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $350K.
Robinson Smith Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Robinson Smith Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $350K 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 Robinson Smith Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.