Tucker Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Tucker Asset 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 Q4	$147K	Buy	1,330 +1,110	+505%	+$123K	0.04%	147
2025 Q3	$24.5K	Buy	+220	New	+$24.2K	0.01%	225
2025 Q1	–	Sell	-30	Closed	-$3.21K	–	650
2024 Q4	$3.21K	Hold	30	–	–	﹤0.01%	1101
2024 Q3	$3.39K	Hold	30	–	–	﹤0.01%	1036
2024 Q2	$3.21K	Sell	30 -2,595	-99%	-$277K	﹤0.01%	1196
2024 Q1	$286K	Buy	2,625 +2,595	+8,650%	+$282K	0.07%	127
2023 Q4	$3.32K	Hold	30	–	–	﹤0.01%	1009
2023 Q3	$3.06K	Sell	30 -16	-35%	-$1.69K	﹤0.01%	941
2023 Q2	$4.97K	Sell	46 -7	-13%	-$757	﹤0.01%	680
2023 Q1	$5.81K	Sell	53 -331	-86%	-$35.8K	﹤0.01%	672
2022 Q4	$40.7K	Buy	384 +354	+1,180%	+$37.1K	0.01%	169
2022 Q3	$3.04K	Sell	30 -20	-40%	-$2.21K	﹤0.01%	510
2022 Q2	$5.5K	Buy	50 +20	+67%	+$2.26K	﹤0.01%	319
2022 Q1	$3.63K	Sell	30 -409	-93%	-$51K	﹤0.01%	355
2021 Q4	$58.3K	Hold	439	–	–	0.02%	79
2021 Q3	$58.6K	Sell	439 -1	-0.2%	-$135	0.02%	77
2021 Q2	$59.1K	Sell	440 -1,787	-80%	-$236K	0.03%	54
2021 Q1	$290K	Buy	2,227 +1,581	+245%	+$210K	0.15%	16
2020 Q4	$89.2K	Buy	+646	New	+$88K	0.05%	39

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Tucker Asset Management's LQD Position: Q4 2025 in Review

Tucker Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 505% in Q4 2025, buying an estimated $123K and bringing the position to 1,330 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #147.

Tucker Asset Management first reported a position in LQD in Q4 2020 and has held it in 19 quarters since. The position peaked at $290K in Q1 2021. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Tucker Asset Management held 1,330 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $147K as of Q4 2025.
Tucker Asset Management bought 1,110 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $123K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Tucker Asset Management's portfolio in Q4 2025, its #147 holding.
Tucker Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
Tucker Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $290K in Q1 2021.
1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.