Advus Financial Partners, LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Advus Financial Partners, LLC’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	-1,888	Closed	-$205K	–	260
2025 Q1	$205K	Sell	1,888 -1,099	-37%	-$118K	0.06%	227
2024 Q4	$319K	Sell	2,987 -12,502	-81%	-$1.37M	0.09%	159
2024 Q3	$1.75M	Sell	15,489 -6,218	-29%	-$688K	0.5%	36
2024 Q2	$2.33M	Sell	21,707 -922	-4%	-$98.4K	0.71%	28
2024 Q1	$2.46M	Buy	22,629 +551	+2%	+$59.9K	0.76%	28
2023 Q4	$2.44M	Buy	22,078 +3,454	+19%	+$360K	0.84%	27
2023 Q3	$1.9M	Buy	+18,624	New	+$1.96M	0.75%	27

Other funds holding LQD

MYLI

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

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

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

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 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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $4.76B AUM 23.76% 1-Year Est. Return

Advus Financial Partners, LLC's LQD Position: Q2 2025 in Review

Advus Financial Partners, LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2025, closing a stake of 1,888 shares — an estimated $205K sold.

Advus Financial Partners, LLC first reported a position in LQD in Q3 2023 and held it in 7 quarters. The position peaked at $2.46M in Q1 2024. 1,049 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Advus Financial Partners, LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 1,888 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $205K.
Advus Financial Partners, LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Advus Financial Partners, LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.46M in Q1 2024.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2025, filed 25 Aug 2026.