Stephens Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stephens Consulting’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	-66	Closed	-$7.24K	–	840
2025 Q2	$7.24K	Hold	66	–	–	﹤0.01%	362
2025 Q1	$7.17K	Sell	66 -52	-44%	-$5.6K	﹤0.01%	361
2024 Q4	$12.6K	Hold	118	–	–	﹤0.01%	323
2024 Q3	$13.3K	Hold	118	–	–	﹤0.01%	308
2024 Q2	$12.6K	Hold	118	–	–	﹤0.01%	312
2024 Q1	$12.9K	Hold	118	–	–	﹤0.01%	287
2023 Q4	$13.1K	Hold	118	–	–	﹤0.01%	287
2023 Q3	$12K	Sell	118 -25	-17%	-$2.64K	﹤0.01%	292
2023 Q2	$15.5K	Sell	143 -30	-17%	-$3.24K	0.01%	268
2023 Q1	$19K	Hold	173	–	–	0.01%	250
2022 Q4	$18.2K	Hold	173	–	–	0.01%	238
2022 Q3	$17.7K	Hold	173	–	–	0.02%	263
2022 Q2	$19K	Hold	173	–	–	0.02%	247
2022 Q1	$20.9K	Hold	173	–	–	0.02%	264
2021 Q4	$22.9K	Buy	+173	New	+$23K	0.02%	281

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $115B AUM 41.58% 1-Year Est. Return

Stephens Consulting's LQD Position: Q3 2025 in Review

Stephens Consulting sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 66 shares — an estimated $7.24K sold.

Stephens Consulting first reported a position in LQD in Q4 2021 and held it in 15 quarters. The position peaked at $22.9K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

Stephens Consulting reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 66 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $7.24K.
Stephens Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.9K in Q4 2021.
1,051 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.