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Stone House Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stone House Investment Management’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 		– Hold
0
– – – 515
2025
Q1 		– Hold
0
– – – 433
2024
Q3 		– Hold
0
– – – 376
2024
Q2 		– Sell
-4,392
Closed -$469K – 376
2024
Q1 		$478K Sell
4,392
-33,673
-88% -$3.66M 0.11% 40
2023
Q4 		$4.21M Buy
38,065
+16,233
+74% +$1.69M 1.45% 18
2023
Q3 		$2.23M Buy
+21,832
New +$2.3M 0.78% 20
2021
Q2 		– Sell
-84,402
Closed -$11.7M – 44
2021
Q1 		$11.7M Hold
84,402
– – 5.87% 5
2020
Q4 		$11.7M Buy
84,402
+16,262
+24% +$2.21M 5.87% 5
2020
Q3 		$9.18M Buy
68,140
+1,535
+2% +$209K 3.71% 9
2020
Q2 		$8.96M Buy
+66,605
New +$8.66M 4.5% 7
2019
Q4 		– Sell
-12,159
Closed -$1.55M – 40
2019
Q3 		$1.55M Sell
12,159
-26,074
-68% -$3.28M 0.77% 25
2019
Q2 		$4.75M Sell
38,233
-18,272
-32% -$2.19M 2.48% 14
2019
Q1 		$6.73M Sell
56,505
-11,019
-16% -$1.28M 3.5% 11
2018
Q4 		$7.62M Buy
67,524
+335
+0.5% +$37.7K 4.81% 7
2018
Q3 		$7.72M Buy
67,189
+22,408
+50% +$2.58M 4.43% 8
2018
Q2 		$5.13M Buy
44,781
+1,039
+2% +$120K 3.27% 13
2018
Q1 		$5.13M Buy
43,742
+24,030
+122% +$2.84M 3.34% 13
2017
Q4 		$2.4M Sell
19,712
-9,228
-32% -$1.12M 1.62% 18
2017
Q3 		$3.51M Sell
28,940
-215
-0.7% -$26K 2.5% 14
2017
Q2 		$3.51M Sell
29,155
-1,215
-4% -$145K 2.52% 13
2017
Q1 		$3.58M Buy
30,370
+2,301
+8% +$270K 2.68% 12
2016
Q4 		$3.29M Buy
+28,069
New +$3.34M 2.77% 11

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

Stone House Investment Management's LQD Position: Q2 2025 in Review

Stone House Investment Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2025 at 0 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Stone House Investment Management first reported a position in LQD in Q4 2016 and has held it in 19 quarters since. The position peaked at $11.7M in Q1 2021. 1,046 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Stone House Investment Management held 0 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22 as of Q2 2025.
  • Stone House Investment Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2025, its #515 holding.
  • Stone House Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • Stone House Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.7M in Q1 2021.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.