World Equity Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

World Equity 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	-6,640	Closed	-$723K	–	341
2025 Q1	$723K	Buy	+6,640	New	+$715K	0.21%	108
2024 Q3	–	Sell	-2,512	Closed	-$269K	–	293
2024 Q2	$269K	Sell	2,512 -8,488	-77%	-$906K	0.08%	218
2024 Q1	$1.2M	Sell	11,000 -3,120	-22%	-$339K	0.25%	104
2023 Q4	$1.56M	Buy	14,120 +1,306	+10%	+$136K	0.31%	77
2023 Q3	$1.31M	Sell	12,814 -1,894	-13%	-$200K	0.27%	93
2023 Q2	$1.59M	Sell	14,708 -447,511	-97%	-$48.4M	0.47%	48
2023 Q1	$5.73M	Buy	462,219 +434,748	+1,583%	+$47.1M	0.85%	17
2022 Q4	$2.9M	Sell	27,471 -810	-3%	-$84.8K	0.69%	38
2022 Q3	$2.9M	Buy	28,281 +1,150	+4%	+$127K	0.73%	36
2022 Q2	$2.99M	Buy	27,131 +792	+3%	+$89.4K	0.75%	28
2022 Q1	$3.19M	Buy	+26,339	New	+$3.29M	0.69%	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

World Equity Group's LQD Position: Q2 2025 in Review

World Equity Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 6,640 shares — an estimated $723K sold.

World Equity Group first reported a position in LQD in Q1 2022 and held it in 11 quarters. The position peaked at $5.73M in Q1 2023. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

World Equity Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
World Equity Group sold 6,640 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $723K.
World Equity Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
World Equity Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.73M in Q1 2023.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.