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von Borstel & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

von Borstel & Associates’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 		– Sell
-132,026
Closed -$14.6M – 108
2025
Q3 		$14.6M Buy
+132,026
New +$14.5M 2.24% 11

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

von Borstel & Associates's LQD Position: Q4 2025 in Review

von Borstel & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 132,026 shares — an estimated $14.6M sold.

von Borstel & Associates first reported a position in LQD in Q3 2025 and held it in 1 quarter. The position peaked at $14.6M in Q3 2025. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • von Borstel & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 132,026 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $14.6M.
  • von Borstel & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.6M in Q3 2025.
  • 1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.