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Sharkey, Howes & Javer’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sharkey, Howes & Javer’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
-26,232
Closed -$2.8M – 155
2024
Q4 		$2.8M Sell
26,232
-221
-0.8% -$24.2K 0.39% 52
2024
Q3 		$2.99M Buy
26,453
+12,386
+88% +$1.37M 0.43% 44
2024
Q2 		$1.51M Sell
14,067
-16,211
-54% -$1.73M 0.24% 53
2024
Q1 		$3.3M Sell
30,278
-48,129
-61% -$5.23M 0.54% 28
2023
Q4 		$8.68M Buy
78,407
+37,679
+93% +$3.92M 1.53% 15
2023
Q3 		$4.16M Buy
+40,728
New +$4.29M 0.8% 28
2022
Q4 		– Sell
-6,722
Closed -$689K – 105
2022
Q3 		$689K Buy
+6,722
New +$741K 0.15% 66
2021
Q4 		– Sell
-4,650
Closed -$619K – 82
2021
Q3 		$619K Sell
4,650
-113
-2% -$15.3K 0.16% 54
2021
Q2 		$640K Sell
4,763
-54,897
-92% -$7.24M 0.17% 52
2021
Q1 		$7.76M Sell
59,660
-61,916
-51% -$8.24M 2.43% 15
2020
Q4 		$16.8M Sell
121,576
-1,956
-2% -$266K 5.61% 4
2020
Q3 		$16.6M Buy
123,532
+17,164
+16% +$2.34M 6.33% 4
2020
Q2 		$14.3M Buy
+106,368
New +$13.8M 6.32% 4
2019
Q4 		– Sell
-10,388
Closed -$1.32M – 66
2019
Q3 		$1.32M Sell
10,388
-19,235
-65% -$2.42M 0.57% 30
2019
Q2 		$3.68M Sell
29,623
-10,588
-26% -$1.27M 1.67% 18
2019
Q1 		$4.79M Buy
+40,211
New +$4.66M 2.23% 16

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sharkey, Howes & Javer's LQD Position: Q1 2025 in Review

Sharkey, Howes & Javer sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 26,232 shares — an estimated $2.8M sold.

Sharkey, Howes & Javer first reported a position in LQD in Q1 2019 and held it in 16 quarters. The position peaked at $16.8M in Q4 2020. 1,033 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Sharkey, Howes & Javer reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 26,232 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $2.8M.
  • Sharkey, Howes & Javer first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 16 quarters.
  • Sharkey, Howes & Javer's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16.8M in Q4 2020.
  • 1,033 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2025, filed 30 Apr 2025.