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Siligmueller & Norvid Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Siligmueller & Norvid 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
Q3 		$4.38M Buy
+39,261
New +$4.32M 1.97% 16

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's LQD Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025: 39,261 shares worth $4.38M. The stake represents 1.97% of the portfolio and ranks #16 among its holdings.

1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 39,261 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.38M as of Q3 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.97% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #16 holding.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.