Silver Oak Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Silver Oak Advisory Group’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	–	Sell	-2,400	Closed	-$263K	–	79
2025 Q2	$263K	Buy	+2,400	New	+$258K	0.13%	59

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Silver Oak Advisory Group's LQD Position: Q3 2025 in Review

Silver Oak Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 2,400 shares — an estimated $263K sold.

Silver Oak Advisory Group first reported a position in LQD in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Silver Oak Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Silver Oak Advisory Group sold 2,400 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $263K.
Silver Oak Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
Silver Oak Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $263K in Q2 2025.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Silver Oak Advisory Group's 13F filing for Q3 2025, filed 7 Nov 2025.