WQ
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Wealth Quarterback’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealth Quarterback’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
-1,816
Closed -$202K – 158
2025
Q3 		$202K Buy
+1,816
New +$200K 0.08% 148
2025
Q1 		– Sell
-2,455
Closed -$262K – 128
2024
Q4 		$262K Sell
2,455
-304
-11% -$33.3K 0.12% 101
2024
Q3 		$312K Buy
+2,759
New +$305K 0.16% 93
2024
Q1 		– Sell
-2,165
Closed -$240K – 125
2023
Q4 		$240K Buy
2,165
+44
+2% +$4.58K 0.15% 101
2023
Q3 		$216K Sell
2,121
-2,609
-55% -$275K 0.19% 99
2023
Q2 		$511K Sell
4,730
-924
-16% -$99.9K 0.35% 63
2023
Q1 		$620K Sell
5,654
-10,575
-65% -$1.15M 0.53% 44
2022
Q4 		$1.71M Sell
16,229
-1,934
-11% -$202K 1.42% 17
2022
Q3 		$1.86M Sell
18,163
-39,586
-69% -$4.36M 1.98% 13
2022
Q2 		$6.35M Buy
+57,749
New +$6.52M 4.95% 4
2021
Q3 		$8.46M Buy
67,390
+185
+0.3% +$25K 5.62% 2
2021
Q2 		$9.03M Buy
+67,205
New +$8.86M 5.49% 2
2020
Q4 		$6.03M Buy
43,627
+5,439
+14% +$741K 5.01% 4
2020
Q3 		$5.14M Hold
38,188
– – 4.71% 3
2020
Q2 		$5.14M Buy
38,188
+3,763
+11% +$489K 4.71% 3
2020
Q1 		$4.18M Buy
34,425
+821
+2% +$105K 3.84% 2
2019
Q4 		$3.62M Buy
+33,604
New +$4.28M 3.15% 2

Other funds holding LQD

Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
A
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

Wealth Quarterback's LQD Position: Q4 2025 in Review

Wealth Quarterback sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 1,816 shares — an estimated $202K sold.

Wealth Quarterback first reported a position in LQD in Q4 2019 and held it in 17 quarters. The position peaked at $9.03M in Q2 2021. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • Wealth Quarterback reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Quarterback sold 1,816 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $202K.
  • Wealth Quarterback first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
  • Wealth Quarterback's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.03M in Q2 2021.
  • 1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.