Spectrum Wealth Counsel’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Spectrum Wealth Counsel’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	-32	Closed	-$3.42K	–	385
2024 Q4	$3.42K	Sell	32 -35	-52%	-$3.83K	﹤0.01%	269
2024 Q3	$7.57K	Sell	67 -133	-67%	-$14.7K	﹤0.01%	250
2024 Q2	$21.4K	Sell	200 -24,509	-99%	-$2.62M	﹤0.01%	254
2024 Q1	$2.69M	Buy	24,709 +25	+0.1%	+$2.72K	0.33%	65
2023 Q4	$2.73M	Buy	+24,684	New	+$2.57M	0.38%	63

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

Spectrum Wealth Counsel's LQD Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 32 shares — an estimated $3.42K sold.

Spectrum Wealth Counsel first reported a position in LQD in Q4 2023 and held it in 5 quarters. The position peaked at $2.73M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Spectrum Wealth Counsel reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Spectrum Wealth Counsel sold 32 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $3.42K.
Spectrum Wealth Counsel first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Spectrum Wealth Counsel's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.73M in Q4 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.