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

RTD Financial 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	-4,937	Closed	-$537K	–	116
2025 Q1	$537K	Sell	4,937 -112	-2%	-$12.1K	0.07%	79
2024 Q4	$539K	Buy	5,049 +688	+16%	+$75.3K	0.07%	76
2024 Q3	$493K	Buy	4,361 +13	+0.3%	+$1.44K	0.06%	82
2024 Q2	$466K	Buy	+4,348	New	+$464K	0.06%	81

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

RTD Financial Advisors's LQD Position: Q2 2025 in Review

RTD Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 4,937 shares — an estimated $537K sold.

RTD Financial Advisors first reported a position in LQD in Q2 2024 and held it in 4 quarters. The position peaked at $539K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

RTD Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
RTD Financial Advisors sold 4,937 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $537K.
RTD Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
RTD Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $539K in Q4 2024.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.