Wela Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.4M | Buy |
227,873
+7,184
| +3% | +$790K | 9.63% | 3 |
|
|
2025
Q2 | $24.2M | Buy |
220,689
+1,047
| +0.5% | +$112K | 9.55% | 4 |
|
|
2025
Q1 | $23.9M | Buy |
219,642
+4,359
| +2% | +$470K | 10.08% | 3 |
|
|
2024
Q4 | $23M | Buy |
215,283
+8,345
| +4% | +$913K | 9.91% | 3 |
|
|
2024
Q3 | $23.4M | Buy |
206,938
+14,190
| +7% | +$1.57M | 10.19% | 3 |
|
|
2024
Q2 | $20.6M | Sell |
192,748
-1,897
| -1% | -$202K | 9.62% | 3 |
|
|
2024
Q1 | $21.2M | Buy |
194,645
+9,085
| +5% | +$987K | 10.02% | 3 |
|
|
2023
Q4 | $20.5M | Sell |
185,560
-589
| -0.3% | -$61.3K | 11.03% | 3 |
|
|
2023
Q3 | $1.9M | Buy |
186,149
+7,887
| +4% | +$832K | 1.14% | 19 |
|
|
2023
Q2 | $19.3M | Sell |
178,262
-1,621,820
| -90% | -$175M | 14.83% | 2 |
|
|
2023
Q1 | $19.7M | Buy |
1,800,082
+1,628,404
| +949% | +$176M | 10.57% | 3 |
|
|
2022
Q4 | $18.1M | Sell |
171,678
-1,448
| -0.8% | -$152K | 10.17% | 3 |
|
|
2022
Q3 | $17.7M | Buy |
173,126
+30,365
| +21% | +$3.35M | 12.01% | 2 |
|
|
2022
Q2 | $15.7M | Sell |
142,761
-1,680
| -1% | -$190K | 9.22% | 3 |
|
|
2022
Q1 | $17.5M | Sell |
144,441
-1,034
| -0.7% | -$129K | 8.97% | 4 |
|
|
2021
Q4 | $19.3M | Buy |
145,475
+2,500
| +2% | +$332K | 9.53% | 3 |
|
|
2021
Q3 | $19M | Buy |
142,975
+7,924
| +6% | +$1.07M | 9.92% | 3 |
|
|
2021
Q2 | $18.1M | Sell |
135,051
-4,070
| -3% | -$537K | 7.35% | 4 |
|
|
2021
Q1 | $18.1M | Buy |
139,121
+4,474
| +3% | +$595K | 9.73% | 3 |
|
|
2020
Q4 | $18.6M | Buy |
134,647
+4,285
| +3% | +$584K | 10.71% | 3 |
|
|
2020
Q3 | $17.6M | Buy |
130,362
+2,505
| +2% | +$342K | 11.19% | 3 |
|
|
2020
Q2 | $17.2M | Buy |
127,857
+305
| +0.2% | +$39.7K | 10.94% | 3 |
|
|
2020
Q1 | $15.8M | Sell |
127,552
-2,533
| -2% | -$323K | 11.42% | 3 |
|
|
2019
Q4 | $16.6M | Buy |
130,085
+223
| +0.2% | +$28.4K | 9.84% | 3 |
|
|
2019
Q3 | $16.6M | Sell |
129,862
-6,586
| -5% | -$830K | 10.22% | 3 |
|
|
2019
Q2 | $17M | Buy |
136,448
+5,396
| +4% | +$648K | 10.77% | 2 |
|
|
2019
Q1 | $15.6M | Buy |
+131,052
| New | +$15.2M | 10.4% | 2 |
|
|
2018
Q2 | – | Sell |
-5,883
| Closed | -$693K | – | 32 |
|
|
2018
Q1 | $693K | Sell |
5,883
-11,127
| -65% | -$1.31M | 0.55% | 26 |
|
|
2017
Q4 | $2.07M | Buy |
17,010
+66
| +0.4% | +$7.99K | 1.63% | 17 |
|
|
2017
Q3 | $2.05M | Buy |
16,944
+12,479
| +279% | +$1.51M | 1.93% | 16 |
|
|
2017
Q2 | $538K | Sell |
4,465
-411
| -8% | -$49.1K | 0.49% | 27 |
|
|
2017
Q1 | $575K | Buy |
+4,876
| New | +$573K | 0.56% | 27 |
|
Other funds holding LQD
MYLI
N
JSTA
AIMU
Wela Strategies's LQD Position: Q3 2025 in Review
Wela Strategies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.3% in Q3 2025, buying an estimated $790K and bringing the position to 227,873 shares worth $25.4M. The position accounts for 9.63% of the portfolio, ranked #3.
Wela Strategies first reported a position in LQD in Q1 2017 and has held it in 32 quarters since. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.
- Wela Strategies held 227,873 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $25.4M as of Q3 2025.
- Wela Strategies bought 7,184 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $790K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 9.63% of Wela Strategies's portfolio in Q3 2025, its #3 holding.
- Wela Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 32 quarters since.
- 1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.
Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.