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

SRH 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
Q2 		– Sell
-160
Closed -$17.4K – 273
2025
Q1 		$17.4K Hold
160
– – 0.01% 175
2024
Q4 		$17.1K Hold
160
– – 0.01% 179
2024
Q3 		$18.1K Hold
160
– – 0.01% 181
2024
Q2 		$17.1K Hold
160
– – 0.01% 181
2024
Q1 		$17.4K Hold
160
– – 0.01% 180
2023
Q4 		$17.7K Hold
160
– – 0.01% 170
2023
Q3 		$16.3K Hold
160
– – 0.01% 165
2023
Q2 		$17.5K Hold
160
– – 0.01% 162
2023
Q1 		$18K Hold
160
– – 0.01% 162
2022
Q4 		$17K Hold
160
– – 0.01% 163
2022
Q3 		$16K Hold
160
– – 0.02% 178
2022
Q2 		$18K Hold
160
– – 0.02% 173
2022
Q1 		$19K Hold
160
– – 0.02% 179
2021
Q4 		$21K Hold
160
– – 0.02% 178
2021
Q3 		$21K Hold
160
– – 0.03% 173
2021
Q2 		$22K Hold
160
– – 0.03% 166
2021
Q1 		$21K Hold
160
– – 0.03% 161
2020
Q4 		$22K Buy
+160
New +$21.8K 0.04% 151
2018
Q4 		– Sell
-452
Closed -$52K – 278
2018
Q3 		$52K Hold
452
– – 0.18% 85
2018
Q2 		$52K Hold
452
– – 0.19% 82
2018
Q1 		$53K Hold
452
– – 0.21% 74
2017
Q4 		$55K Hold
452
– – 0.22% 73
2017
Q3 		$55K Buy
+452
New +$54.6K 0.23% 71

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

SRH Advisors's LQD Position: Q2 2025 in Review

SRH Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 160 shares — an estimated $17.4K sold.

SRH Advisors first reported a position in LQD in Q3 2017 and held it in 23 quarters. The position peaked at $55K in Q4 2017. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • SRH Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SRH Advisors sold 160 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $17.4K.
  • SRH Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and held it in 23 quarters.
  • SRH Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $55K in Q4 2017.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on SRH Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.