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

SVB Wealth’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
Q4 		– Sell
-2,170
Closed -$242K – 406
2025
Q3 		$242K Sell
2,170
-458
-17% -$50.3K 0.01% 381
2025
Q2 		$288K Buy
+2,628
New +$282K 0.02% 371
2025
Q1 		– Sell
-3,378
Closed -$361K – 1663
2024
Q4 		$361K Buy
+3,378
New +$370K 0.01% 502
2024
Q3 		– Sell
-3,120
Closed -$334K – 352
2024
Q2 		$334K Sell
3,120
-740
-19% -$79K 0.01% 537
2024
Q1 		$420K Sell
3,860
-197
-5% -$21.4K 0.01% 522
2023
Q4 		$449K Buy
4,057
+475
+13% +$49.5K 0.01% 510
2023
Q3 		$365K Sell
3,582
-5,825
-62% -$614K 0.01% 546
2023
Q2 		$1.02M Buy
9,407
+4,293
+84% +$464K 0.02% 340
2023
Q1 		$561K Sell
5,114
-7,177
-58% -$777K 0.01% 512
2022
Q4 		$1.3M Sell
12,291
-302
-2% -$31.6K 0.02% 353
2022
Q3 		$1.29M Sell
12,593
-419
-3% -$46.2K 0.02% 326
2022
Q2 		$1.43M Sell
13,012
-2,222
-15% -$251K 0.02% 259
2022
Q1 		$1.84M Sell
15,234
-2,127
-12% -$265K 0.02% 238
2021
Q4 		$2.3M Sell
17,361
-51,629
-75% -$6.86M 0.04% 206
2021
Q3 		$9.18M Buy
68,990
+4,544
+7% +$614K 0.12% 120
2021
Q2 		$8.66M Sell
64,446
-2,390
-4% -$315K 0.11% 127
2021
Q1 		$8.69M Buy
66,836
+6,593
+11% +$877K 0.12% 119
2020
Q4 		$8.32M Sell
60,243
-22
-0% -$3K 0.12% 121
2020
Q3 		$8.12M Buy
60,265
+5,950
+11% +$811K 0.13% 110
2020
Q2 		$7.3M Buy
54,315
+23,024
+74% +$2.99M 0.14% 106
2020
Q1 		$3.87M Buy
31,291
+20,848
+200% +$2.66M 0.09% 129
2019
Q4 		$1.34M Buy
10,443
+2,669
+34% +$340K 0.02% 261
2019
Q3 		$991K Buy
7,774
+796
+11% +$100K 0.02% 275
2019
Q2 		$868K Buy
+6,978
New +$838K 0.03% 304

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

SVB Wealth's LQD Position: Q4 2025 in Review

SVB Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 2,170 shares — an estimated $242K sold.

SVB Wealth first reported a position in LQD in Q2 2019 and held it in 24 quarters. The position peaked at $9.18M in Q3 2021. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • SVB Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SVB Wealth sold 2,170 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $242K.
  • SVB Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 24 quarters.
  • SVB Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.18M in Q3 2021.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.