Sheaff Brock Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sheaff Brock Investment 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 Q1	$312K	Hold	2,868	–	–	0.03%	324
2024 Q4	$306K	Hold	2,868	–	–	0.03%	330
2024 Q3	$324K	Buy	2,868 +1	+0%	+$111	0.03%	320
2024 Q2	$307K	Buy	2,867 +3	+0.1%	+$320	0.03%	321
2024 Q1	$312K	Buy	2,864 +2	+0.1%	+$217	0.02%	346
2023 Q4	$317K	Buy	2,862 +5	+0.2%	+$521	0.02%	333
2023 Q3	$291K	Hold	2,857	–	–	0.03%	332
2023 Q2	$309K	Hold	2,857	–	–	0.03%	340
2023 Q1	$313K	Sell	2,857 -77	-3%	-$8.34K	0.03%	341
2022 Q4	$309K	Buy	2,934 +77	+3%	+$8.06K	0.03%	331
2022 Q3	$293K	Hold	2,857	–	–	0.03%	337
2022 Q2	$314K	Hold	2,857	–	–	0.03%	332
2022 Q1	$346K	Hold	2,857	–	–	0.02%	341
2021 Q4	$379K	Hold	2,857	–	–	0.03%	331
2021 Q3	$380K	Hold	2,857	–	–	0.03%	322
2021 Q2	$384K	Hold	2,857	–	–	0.03%	313
2021 Q1	$372K	Hold	2,857	–	–	0.03%	305
2020 Q4	$395K	Hold	2,857	–	–	0.03%	280
2020 Q3	$385K	Hold	2,857	–	–	0.04%	254
2020 Q2	$384K	Hold	2,857	–	–	0.04%	254
2020 Q1	$353K	Hold	2,857	–	–	0.05%	244
2019 Q4	$366K	Sell	2,857 -469	-14%	-$59.7K	0.04%	293
2019 Q3	$424K	Buy	3,326 +4	+0.1%	+$504	0.05%	270
2019 Q2	$413K	Buy	3,322 +5	+0.2%	+$600	0.04%	281
2019 Q1	$395K	Buy	3,317 +2	+0.1%	+$232	0.05%	301
2018 Q4	$374K	Buy	3,315 +6	+0.2%	+$675	0.06%	272
2018 Q3	$380K	Buy	3,309 +4	+0.1%	+$461	0.04%	316
2018 Q2	$379K	Buy	3,305 +4	+0.1%	+$461	0.04%	316
2018 Q1	$387K	Buy	3,301 +3	+0.1%	+$354	0.04%	305
2017 Q4	$401K	Buy	3,298 +4	+0.1%	+$484	0.05%	292
2017 Q3	$399K	Buy	3,294 +3	+0.1%	+$363	0.05%	302
2017 Q2	$397K	Sell	3,291 -96	-3%	-$11.5K	0.05%	323
2017 Q1	$399K	Buy	+3,387	New	+$398K	0.05%	324

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

Sheaff Brock Investment Advisors's LQD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2025 at 2,868 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #324.

Sheaff Brock Investment Advisors first reported a position in LQD in Q1 2017 and has held it in 33 quarters since. The position peaked at $424K in Q3 2019. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Sheaff Brock Investment Advisors held 2,868 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $312K as of Q1 2025.
Sheaff Brock Investment Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #324 holding.
Sheaff Brock Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 33 quarters since.
Sheaff Brock Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $424K in Q3 2019.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.