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

Talisman 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 Q4	–	Sell	-11,167	Closed	-$271K	–	122
2025 Q3	$271K	Hold	11,167	–	–	0.22%	91
2025 Q2	$271K	Buy	11,167 +1	+0%	+$107	0.25%	88
2025 Q1	$270K	Hold	11,166	–	–	0.28%	83
2024 Q4	$269K	Hold	11,166	–	–	0.29%	81
2024 Q3	$272K	Buy	+11,166	New	+$1.24M	0.29%	82

Other funds holding LQD

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

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

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

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

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

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

Talisman Wealth Advisors's LQD Position: Q4 2025 in Review

Talisman Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 11,167 shares — an estimated $271K sold.

Talisman Wealth Advisors first reported a position in LQD in Q3 2024 and held it in 5 quarters. The position peaked at $272K in Q3 2024. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Talisman Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Talisman Wealth Advisors sold 11,167 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $271K.
Talisman Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Talisman Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $272K in Q3 2024.
1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Talisman Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.