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TFG Advisers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TFG Advisers’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 		$268K Sell
2,447
-242
-9% -$26K 0.09% 186
2025
Q1 		$292K Sell
2,689
-250
-9% -$26.9K 0.11% 172
2024
Q4 		$314K Sell
2,939
-3
-0.1% -$328 0.11% 166
2024
Q3 		$332K Sell
2,942
-753
-20% -$83.3K 0.12% 157
2024
Q2 		$396K Sell
3,695
-567
-13% -$60.5K 0.15% 142
2024
Q1 		$464K Sell
4,262
-421
-9% -$45.7K 0.18% 128
2023
Q4 		$518K Sell
4,683
-371
-7% -$38.6K 0.22% 115
2023
Q3 		$516K Sell
5,054
-309
-6% -$32.6K 0.24% 107
2023
Q2 		$580K Sell
5,363
-183
-3% -$19.8K 0.26% 102
2023
Q1 		$608K Sell
5,546
-428
-7% -$46.3K 0.29% 96
2022
Q4 		$630K Sell
5,974
-628
-10% -$65.7K 0.32% 88
2022
Q3 		$676K Sell
6,602
-225
-3% -$24.8K 0.38% 75
2022
Q2 		$751K Sell
6,827
-989
-13% -$112K 0.4% 76
2022
Q1 		$945K Sell
7,816
-23
-0.3% -$2.87K 0.43% 67
2021
Q4 		$1.04M Buy
7,839
+183
+2% +$24.3K 0.45% 64
2021
Q3 		$1.02M Buy
7,656
+35
+0.5% +$4.73K 0.49% 63
2021
Q2 		$1.02M Sell
7,621
-213
-3% -$28.1K 0.49% 64
2021
Q1 		$1.02M Sell
7,834
-357
-4% -$47.5K 0.53% 60
2020
Q4 		$1.13M Buy
8,191
+48
+0.6% +$6.54K 0.59% 55
2020
Q3 		$1.1M Buy
8,143
+133
+2% +$18.1K 0.63% 47
2020
Q2 		$1.08M Sell
8,010
-292
-4% -$38K 0.7% 47
2020
Q1 		$1.02M Sell
8,302
-169
-2% -$21.5K 0.81% 39
2019
Q4 		$1.08M Buy
8,471
+96
+1% +$12.2K 0.61% 52
2019
Q3 		$1.07M Buy
8,375
+107
+1% +$13.5K 0.71% 46
2019
Q2 		$1.03M Buy
8,268
+184
+2% +$22.1K 0.7% 45
2019
Q1 		$962K Buy
8,084
+28
+0.3% +$3.24K 0.69% 49
2018
Q4 		$908K Buy
+8,056
New +$906K 0.76% 45

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

TFG Advisers's LQD Position: Q2 2025 in Review

TFG Advisers reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9% in Q2 2025, selling an estimated $26K and leaving 2,447 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #186.

TFG Advisers first reported a position in LQD in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.13M in Q4 2020. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • TFG Advisers held 2,447 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $268K as of Q2 2025.
  • TFG Advisers sold 242 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $26K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of TFG Advisers's portfolio in Q2 2025, its #186 holding.
  • TFG Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.13M in Q4 2020.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.