Wheelhouse Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wheelhouse Advisory 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
2025 Q2	–	Sell	-1,945	Closed	-$211K	–	41
2025 Q1	$211K	Sell	1,945 -353	-15%	-$38K	0.12%	40
2024 Q4	$246K	Sell	2,298 -398	-15%	-$43.5K	0.15%	38
2024 Q3	$305K	Sell	2,696 -351	-12%	-$38.8K	0.2%	36
2024 Q2	$325K	Sell	3,047 -187	-6%	-$20K	0.23%	33
2024 Q1	$352K	Sell	3,234 -37	-1%	-$4.02K	0.27%	29
2023 Q4	$362K	Buy	+3,271	New	+$341K	0.32%	28

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Wheelhouse Advisory Group's LQD Position: Q2 2025 in Review

Wheelhouse Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 1,945 shares — an estimated $211K sold.

Wheelhouse Advisory Group first reported a position in LQD in Q4 2023 and held it in 6 quarters. The position peaked at $362K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Wheelhouse Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Wheelhouse Advisory Group sold 1,945 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $211K.
Wheelhouse Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Wheelhouse Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $362K in Q4 2023.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2025, filed 23 Jul 2025.