Yeomans Consulting Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Yeomans Consulting 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 Q4	$2.5M	Buy	+22,722	New	+$2.53M	0.73%	27

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Yeomans Consulting Group's LQD Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025: 22,722 shares worth $2.5M. The stake represents 0.73% of the portfolio and ranks #27 among its holdings.

1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Yeomans Consulting Group held 22,722 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.5M as of Q4 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Yeomans Consulting Group position in Q4 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.73% of Yeomans Consulting Group's portfolio in Q4 2025, its #27 holding.
1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.