1620 Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

1620 Investment 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
2026 Q2	$41.1K	Hold	377	–	–	0.03%	341
2026 Q1	$41.1K	Sell	377 -20	-5%	-$2.21K	0.03%	325
2025 Q4	$43.7K	Hold	397	–	–	0.03%	317
2025 Q3	$44.3K	Sell	397 -30	-7%	-$3.3K	0.03%	304
2025 Q2	$46.8K	Hold	427	–	–	0.03%	314
2025 Q1	$46.4K	Hold	427	–	–	0.04%	308
2024 Q4	$45.6K	Hold	427	–	–	0.03%	312
2024 Q3	$48.2K	Hold	427	–	–	0.03%	307
2024 Q2	$45.7K	Buy	+427	New	+$45.6K	0.04%	310
2022 Q2	–	Sell	-4,058	Closed	-$538K	–	135
2022 Q1	$538K	Hold	4,058	–	–	0.59%	64
2021 Q4	$538K	Buy	+4,058	New	+$539K	0.6%	61

Other funds holding LQD

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

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

MYLI

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

1620 Investment Advisors's LQD Position: Q2 2026 in Review

1620 Investment Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 377 shares worth $41.1K. The position accounts for 0.03% of the portfolio, ranked #341.

1620 Investment Advisors first reported a position in LQD in Q4 2021 and has held it in 11 quarters since. The position peaked at $538K in Q1 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

1620 Investment Advisors held 377 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $41.1K as of Q2 2026.
1620 Investment Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #341 holding.
1620 Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
1620 Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $538K in Q1 2022.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.