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Vermillion & White Wealth Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vermillion & White Wealth Management Group’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
2026
Q1 		$259K Sell
2,376
-217
-8% -$23.9K 0.15% 57
2025
Q4 		$286K Sell
2,593
-78
-3% -$8.67K 0.16% 48
2025
Q3 		$298K Sell
2,671
-3
-0.1% -$330 0.17% 50
2025
Q2 		$293K Hold
2,674
– – 0.19% 49
2025
Q1 		$291K Sell
2,674
-1,355
-34% -$146K 0.21% 44
2024
Q4 		$431K Sell
4,029
-677
-14% -$74.1K 0.32% 44
2024
Q3 		$532K Sell
4,706
-318
-6% -$35.2K 0.39% 42
2024
Q2 		$538K Buy
5,024
+117
+2% +$12.5K 0.41% 41
2024
Q1 		$534K Sell
4,907
-91
-2% -$9.89K 0.43% 40
2023
Q4 		$553K Buy
+4,998
New +$520K 0.54% 27

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return