TIM
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Total Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Total 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
Q3 		– Sell
-240
Closed -$26.3K – 521
2025
Q2 		$26.3K Buy
+240
New +$25.8K ﹤0.01% 230
2021
Q2 		– Sell
-3,843
Closed -$475K – 69
2021
Q1 		$475K Buy
+3,843
New +$511K 0.13% 31
2020
Q3 		– Sell
-2,010
Closed -$270K – 51
2020
Q2 		$270K Sell
2,010
-1,833
-48% -$238K 0.09% 27
2020
Q1 		$475K Sell
3,843
-32,558
-89% -$4.15M 0.13% 31
2019
Q4 		$4.66M Sell
36,401
-2,303
-6% -$293K 0.89% 14
2019
Q3 		$4.93M Buy
38,704
+619
+2% +$78K 1% 12
2019
Q2 		$4.8M Sell
38,085
-786
-2% -$94.4K 1.09% 11
2019
Q1 		$4.62M Buy
38,871
+6,178
+19% +$716K 1.11% 13
2018
Q4 		$3.79M Buy
32,693
+1,089
+3% +$122K 1.2% 10
2018
Q3 		$3.63M Sell
31,604
-1,332
-4% -$154K 0.8% 11
2018
Q2 		$3.77M Buy
32,936
+2,276
+7% +$262K 0.87% 11
2018
Q1 		$3.6M Buy
30,660
+1,185
+4% +$140K 0.9% 11
2017
Q4 		$3.58M Buy
29,475
+310
+1% +$37.5K 1.06% 9
2017
Q3 		$3.54M Buy
29,165
+6,576
+29% +$795K 1.22% 8
2017
Q2 		$2.72M Buy
22,589
+583
+3% +$69.7K 0.9% 9
2017
Q1 		$2.6M Buy
22,006
+55
+0.3% +$6.46K 0.87% 9
2016
Q4 		$2.57M Buy
+21,951
New +$2.61M 0.84% 9

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 $5.29B AUM 8.96% 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

Total Investment Management's LQD Position: Q3 2025 in Review

Total Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 240 shares — an estimated $26.3K sold.

Total Investment Management first reported a position in LQD in Q4 2016 and held it in 17 quarters. The position peaked at $4.93M in Q3 2019. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Total Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 240 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $26.3K.
  • Total Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 17 quarters.
  • Total Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.93M in Q3 2019.
  • 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.