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

Tyche Wealth Partners’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 		– Sell
-2,181
Closed -$237K – 313
2025
Q1 		$237K Buy
+2,181
New +$235K 0.05% 237

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

Tyche Wealth Partners's LQD Position: Q2 2025 in Review

Tyche Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 2,181 shares — an estimated $237K sold.

Tyche Wealth Partners first reported a position in LQD in Q1 2025 and held it in 1 quarter. The position peaked at $237K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Tyche Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Tyche Wealth Partners sold 2,181 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $237K.
  • Tyche Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Tyche Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $237K in Q1 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Tyche Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.