Wooster Corthell Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wooster Corthell Wealth 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 Q2	$2.48M	Sell	22,625 -4,936	-18%	-$530K	0.46%	31
2025 Q1	$3M	Sell	27,561 -298	-1%	-$32.1K	0.61%	27
2024 Q4	$2.98M	Sell	27,859 -1,043	-4%	-$114K	0.65%	22
2024 Q3	$3.27M	Buy	28,902 +15,174	+111%	+$1.68M	0.7%	22
2024 Q2	$1.47M	Sell	13,728 -260	-2%	-$27.7K	0.33%	27
2024 Q1	$1.52M	Buy	13,988 +77	+0.6%	+$8.37K	0.35%	26
2023 Q4	$1.54M	Sell	13,911 -1,103	-7%	-$115K	0.37%	26
2023 Q3	$1.53M	Sell	15,014 -588	-4%	-$62K	0.4%	25
2023 Q2	$1.69M	Sell	15,602 -153	-1%	-$16.5K	0.43%	25
2023 Q1	$1.73M	Sell	15,755 -308	-2%	-$33.4K	0.46%	25
2022 Q4	$1.69M	Buy	16,063 +1,816	+13%	+$190K	0.48%	24
2022 Q3	$1.46M	Buy	14,247 +413	+3%	+$45.5K	0.44%	26
2022 Q2	$1.52M	Buy	+13,834	New	+$1.56M	0.43%	26

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

Wooster Corthell Wealth Management's LQD Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 18% in Q2 2025, selling an estimated $530K and leaving 22,625 shares worth $2.48M. The position accounts for 0.46% of the portfolio, ranked #31.

Wooster Corthell Wealth Management first reported a position in LQD in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.27M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Wooster Corthell Wealth Management held 22,625 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.48M as of Q2 2025.
Wooster Corthell Wealth Management sold 4,936 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $530K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.46% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #31 holding.
Wooster Corthell Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 13 quarters since.
Wooster Corthell Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.27M in Q3 2024.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.