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5th Street Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

5th Street 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 		$5.71M Sell
52,363
-429
-0.8% -$46.7K 2.17% 16
2026
Q1 		$5.75M Sell
52,792
-26,504
-33% -$2.92M 2.48% 15
2025
Q4 		$8.74M Sell
79,296
-22,783
-22% -$2.53M 4.08% 6
2025
Q3 		$11.4M Sell
102,079
-9,657
-9% -$1.06M 5.63% 6
2025
Q2 		$12.2M Sell
111,736
-19,598
-15% -$2.1M 6.08% 4
2025
Q1 		$14.3M Sell
131,334
-5,682
-4% -$612K 6.88% 4
2024
Q4 		$14.6M Sell
137,016
-5,226
-4% -$572K 7.61% 4
2024
Q3 		$16.1M Sell
142,242
-15,936
-10% -$1.76M 7.82% 4
2024
Q2 		$16.9M Sell
158,178
-1,821
-1% -$194K 8.82% 3
2024
Q1 		$17.4M Buy
159,999
+6,994
+5% +$760K 9.86% 3
2023
Q4 		$16.9M Sell
153,005
-6,584
-4% -$686K 10.49% 3
2023
Q3 		$16.3M Buy
159,589
+37,783
+31% +$3.98M 10.75% 3
2023
Q2 		$13.2M Buy
121,806
+2,724
+2% +$295K 9.47% 4
2023
Q1 		$13.1M Buy
119,082
+38,941
+49% +$4.22M 10.09% 4
2022
Q4 		$8.45M Buy
+80,141
New +$8.39M 8.39% 5

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

5th Street Advisors's LQD Position: Q2 2026 in Review

5th Street Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.81% in Q2 2026, selling an estimated $46.7K and leaving 52,363 shares worth $5.71M. The position accounts for 2.17% of the portfolio, ranked #16.

5th Street Advisors first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.4M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • 5th Street Advisors held 52,363 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.71M as of Q2 2026.
  • 5th Street Advisors sold 429 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $46.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.17% of 5th Street Advisors's portfolio in Q2 2026, its #16 holding.
  • 5th Street Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 5th Street Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.4M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.