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

Stratos Wealth 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
Q3 		– Sell
-2,465
Closed -$270K – 699
2025
Q2 		$270K Sell
2,465
-12,634
-84% -$1.36M 0.01% 568
2025
Q1 		$1.64M Sell
15,099
-87,955
-85% -$9.48M 0.09% 228
2024
Q4 		$11M Sell
103,054
-23,827
-19% -$2.61M 0.53% 45
2024
Q3 		$14.3M Buy
126,881
+29,588
+30% +$3.27M 0.66% 34
2024
Q2 		$10.4M Buy
97,293
+36,229
+59% +$3.87M 0.52% 49
2024
Q1 		$6.65M Sell
61,064
-12,900
-17% -$1.4M 0.39% 64
2023
Q4 		$8.18M Buy
73,964
+9,584
+15% +$998K 0.47% 40
2023
Q3 		$6.57M Buy
64,380
+5,179
+9% +$546K 0.43% 50
2023
Q2 		$6.4M Buy
59,201
+22,796
+63% +$2.47M 0.45% 48
2023
Q1 		$3.99M Sell
36,405
-18,351
-34% -$1.99M 0.31% 96
2022
Q4 		$5.77M Sell
54,756
-4,757
-8% -$498K 0.48% 43
2022
Q3 		$6.1M Buy
59,513
+46,300
+350% +$5.1M 0.64% 26
2022
Q2 		$1.45M Sell
13,213
-2,258
-15% -$255K 0.13% 202
2022
Q1 		$1.87M Sell
15,471
-10,401
-40% -$1.3M 0.15% 170
2021
Q4 		$3.43M Sell
25,872
-47,111
-65% -$6.26M 0.25% 116
2021
Q3 		$9.71M Buy
72,983
+57,131
+360% +$7.72M 0.83% 15
2021
Q2 		$2.13M Sell
15,852
-29,168
-65% -$3.84M 0.19% 143
2021
Q1 		$5.86M Buy
45,020
+28,798
+178% +$3.83M 0.62% 32
2020
Q4 		$2.24M Buy
16,222
+809
+5% +$110K 0.31% 77
2020
Q3 		$2.08M Buy
15,413
+9,123
+145% +$1.24M 0.51% 51
2020
Q2 		$846K Buy
6,290
+5,911
+1,560% +$769K 0.26% 92
2020
Q1 		$47K Buy
+379
New +$48.3K 0.03% 189

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Stratos Wealth Advisors's LQD Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 2,465 shares — an estimated $270K sold.

Stratos Wealth Advisors first reported a position in LQD in Q1 2020 and held it in 22 quarters. The position peaked at $14.3M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Stratos Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 2,465 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $270K.
  • Stratos Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 22 quarters.
  • Stratos Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.3M in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.