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

Walker 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
Q3 		– Sell
-2,396
Closed -$263K – 148
2025
Q2 		$263K Sell
2,396
-36
-1% -$3.86K 0.15% 113
2025
Q1 		$264K Sell
2,432
-31
-1% -$3.34K 0.16% 112
2024
Q4 		$263K Buy
2,463
+27
+1% +$2.95K 0.16% 112
2024
Q3 		$275K Sell
2,436
-81
-3% -$8.96K 0.17% 106
2024
Q2 		$270K Buy
2,517
+27
+1% +$2.88K 0.18% 103
2024
Q1 		$271K Buy
2,490
+12
+0.5% +$1.3K 0.18% 108
2023
Q4 		$274K Sell
2,478
-114
-4% -$11.9K 0.2% 100
2023
Q3 		$264K Sell
2,592
-1
-0% -$105 0.24% 69
2023
Q2 		$280K Sell
2,593
-26
-1% -$2.81K 0.23% 68
2023
Q1 		$287K Hold
2,619
– – 0.25% 63
2022
Q4 		$276K Buy
2,619
+46
+2% +$4.82K 0.24% 61
2022
Q3 		$264K Buy
2,573
+144
+6% +$15.9K 0.24% 56
2022
Q2 		$267K Hold
2,429
– – 0.24% 64
2022
Q1 		$294K Buy
+2,429
New +$303K 0.24% 65

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 $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
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

Walker Asset Management's LQD Position: Q3 2025 in Review

Walker Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 2,396 shares — an estimated $263K sold.

Walker Asset Management first reported a position in LQD in Q1 2022 and held it in 14 quarters. The position peaked at $294K in Q1 2022. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Walker Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Walker Asset Management sold 2,396 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $263K.
  • Walker Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 14 quarters.
  • Walker Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $294K in Q1 2022.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Walker Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.