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

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

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. 154 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.
154 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.