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Wolff Wiese Magana’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wolff Wiese Magana’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
-84
Closed -$9.21K – 1010
2025
Q2 		$9.21K Hold
84
– – 0.01% 432
2025
Q1 		$9.13K Hold
84
– – 0.01% 428
2024
Q4 		$8.97K Sell
84
-100
-54% -$10.9K 0.01% 438
2024
Q3 		$20.8K Hold
184
– – 0.01% 295
2024
Q2 		$19.7K Hold
184
– – 0.02% 237
2024
Q1 		$20K Hold
184
– – 0.02% 217
2023
Q4 		$20.4K Hold
184
– – 0.02% 210
2023
Q3 		$18.8K Sell
184
-299
-62% -$31.5K 0.02% 271
2023
Q2 		$52.2K Sell
483
-224
-32% -$24.2K 0.04% 182
2023
Q1 		$77.5K Sell
707
-1,065
-60% -$115K 0.06% 151
2022
Q4 		$187K Sell
1,772
-2,377
-57% -$249K 0.16% 96
2022
Q3 		$425K Sell
4,149
-7
-0.2% -$772 0.34% 70
2022
Q2 		$457K Buy
4,156
+1,013
+32% +$114K 0.33% 67
2022
Q1 		$380K Buy
3,143
+1,164
+59% +$145K 0.25% 84
2021
Q4 		$262K Sell
1,979
-16
-0.8% -$2.13K 0.17% 115
2021
Q3 		$265K Buy
1,995
+20
+1% +$2.7K 0.19% 111
2021
Q2 		$265K Buy
1,975
+3
+0.2% +$395 0.19% 104
2021
Q1 		$257K Sell
1,972
-1,177
-37% -$157K 0.2% 98
2020
Q4 		$435K Buy
+3,149
New +$429K 0.37% 65

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $115B AUM 41.58% 1-Year Est. Return

Wolff Wiese Magana's LQD Position: Q3 2025 in Review

Wolff Wiese Magana sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2025, closing a stake of 84 shares — an estimated $9.21K sold.

Wolff Wiese Magana first reported a position in LQD in Q4 2020 and held it in 19 quarters. The position peaked at $457K in Q2 2022. 1,051 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Wolff Wiese Magana reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 84 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $9.21K.
  • Wolff Wiese Magana first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Wolff Wiese Magana's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $457K in Q2 2022.
  • 1,051 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Wolff Wiese Magana's 13F filing for Q3 2025, filed 28 Oct 2025.