WP Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WP Advisors’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 Q4	–	Sell	-2,434	Closed	-$271K	–	121
2025 Q3	$271K	Buy	2,434 +27	+1%	+$2.97K	0.07%	105
2025 Q2	$264K	Buy	2,407 +27	+1%	+$2.9K	0.07%	100
2025 Q1	$259K	Buy	+2,380	New	+$256K	0.09%	99
2022 Q2	–	Sell	-2,015	Closed	-$244K	–	113
2022 Q1	$244K	Buy	2,015 +8	+0.4%	+$998	0.1%	103
2021 Q4	$266K	Buy	2,007 +16	+0.8%	+$2.13K	0.11%	93
2021 Q3	$265K	Buy	+1,991	New	+$269K	0.11%	92

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

WP Advisors's LQD Position: Q4 2025 in Review

WP Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 2,434 shares — an estimated $271K sold.

WP Advisors first reported a position in LQD in Q3 2021 and held it in 6 quarters. The position peaked at $271K in Q3 2025. 1,146 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

WP Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
WP Advisors sold 2,434 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $271K.
WP Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
WP Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $271K in Q3 2025.
1,146 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on WP Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.